LPL Financial
LFST icon

LPL Financial’s Lifestance Health LFST Stock Holding History

LPL Financial’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37,584
Closed -$277K – 5447
2024
Q4 		$277K Buy
37,584
+2,127
+6% +$15.3K ﹤0.01% 4599
2024
Q3 		$248K Sell
35,457
-1,020
-3% -$6.13K ﹤0.01% 4584
2024
Q2 		$179K Sell
36,477
-268
-0.7% -$1.62K ﹤0.01% 4604
2024
Q1 		$227K Sell
36,745
-4,878
-12% -$32.9K ﹤0.01% 4415
2023
Q4 		$326K Sell
41,623
-148
-0.4% -$954 ﹤0.01% 4021
2023
Q3 		$287K Buy
41,771
+6,500
+18% +$52.7K ﹤0.01% 3959
2023
Q2 		$322K Buy
+35,271
New +$293K ﹤0.01% 3787

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's LFST Position: Q1 2025 in Review

LPL Financial sold out of Lifestance Health (LFST) in Q1 2025, closing a stake of 37,584 shares — an estimated $277K sold.

LPL Financial first reported a position in LFST in Q2 2023 and held it in 7 quarters. The position peaked at $326K in Q4 2023. 181 funds tracked by Wall St. Rank hold LFST as of Q1 2025.

  • LPL Financial reported no remaining Lifestance Health position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 37,584 Lifestance Health shares in Q1 2025, an estimated $277K.
  • LPL Financial first reported a position in Lifestance Health in Q2 2023 and held it in 7 quarters.
  • LPL Financial's Lifestance Health position peaked at $326K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.