Moran Wealth Management
LFST icon

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
Q3 		$2.15M Sell
179,113
-2,300
-1% -$27.1K 0.06% 311
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Smithbridge Asset Management
Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moran Wealth Management's LFST Position: Q3 2026 in Review

Moran Wealth Management reduced its Lifestance Health (LFST) stake by 1.3% in Q3 2026, selling an estimated $27.1K and leaving 179,113 shares worth $2.15M. The position accounts for 0.06% of the portfolio, ranked #311.

Moran Wealth Management first reported a position in LFST in Q1 2026 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

  • Moran Wealth Management held 179,113 shares of Lifestance Health worth $2.15M as of Q3 2026.
  • Moran Wealth Management sold 2,300 Lifestance Health shares in Q3 2026, an estimated $27.1K.
  • Lifestance Health made up 0.06% of Moran Wealth Management's portfolio in Q3 2026, its #311 holding.
  • Moran Wealth Management first reported a position in Lifestance Health in Q1 2026 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.