MWM
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Moran Wealth Management’s Lifestance Health LFST Stock Holding History

Moran Wealth Management’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
Q1 		$953K Buy
+149,651
New +$1.04M 0.03% 373

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Moran Wealth Management's LFST Position: Q1 2026 in Review

Moran Wealth Management opened a new position in Lifestance Health (LFST) in Q1 2026: 149,651 shares worth $953K. The stake represents 0.03% of the portfolio and ranks #373 among its holdings.

228 funds tracked by Wall St. Rank hold LFST as of Q1 2026.

  • Moran Wealth Management held 149,651 shares of Lifestance Health worth $953K as of Q1 2026.
  • Lifestance Health was a new Moran Wealth Management position in Q1 2026.
  • Lifestance Health made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #373 holding.
  • 228 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.