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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
Q2 		$1.94M Buy
181,413
+31,762
+21% +$245K 0.05% 329
2026
Q1 		$953K Buy
+149,651
New +$1.04M 0.03% 373

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

Moran Wealth Management's LFST Position: Q2 2026 in Review

Moran Wealth Management increased its Lifestance Health (LFST) stake by 21% in Q2 2026, buying an estimated $245K and bringing the position to 181,413 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #329.

Moran Wealth Management first reported a position in LFST in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Moran Wealth Management held 181,413 shares of Lifestance Health worth $1.94M as of Q2 2026.
  • Moran Wealth Management bought 31,762 Lifestance Health shares in Q2 2026, an estimated $245K.
  • Lifestance Health made up 0.05% of Moran Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Moran Wealth Management first reported a position in Lifestance Health in Q1 2026 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.