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
2026
Q2 		$393K Buy
+36,674
New +$283K ﹤0.01% 5240
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 $5B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LPL Financial's LFST Position: Q2 2026 in Review

LPL Financial opened a new position in Lifestance Health (LFST) in Q2 2026: 36,674 shares worth $393K. The stake represents ﹤0.01% of the portfolio and ranks #5240 among its holdings. This is a return to the name: LPL Financial previously reported a position in LFST as recently as Q4 2024.

LPL Financial first reported a position in LFST in Q2 2023 and has held it in 8 quarters since. 288 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • LPL Financial held 36,674 shares of Lifestance Health worth $393K as of Q2 2026.
  • Lifestance Health was a new LPL Financial position in Q2 2026.
  • Lifestance Health made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5240 holding.
  • LPL Financial first reported a position in Lifestance Health in Q2 2023 and has held it in 8 quarters since.
  • 288 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.