O'Brien Wealth Partners’s Lifestance Health LFST Stock Holding History

O'Brien Wealth Partners’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 Q4	$1.26M	Hold	178,371	–	–	0.17%	34
2025 Q3	$981K	Sell	178,371 -38,000	-18%	-$186K	0.13%	35
2025 Q2	$1.12M	Hold	216,371	–	–	0.18%	27
2025 Q1	$1.44M	Hold	216,371	–	–	0.27%	23
2024 Q4	$1.59M	Sell	216,371 -100,000	-32%	-$718K	0.29%	22
2024 Q3	$2.21M	Sell	316,371 -40,000	-11%	-$240K	0.43%	21
2024 Q2	$1.75M	Sell	356,371 -181,530	-34%	-$1.09M	0.39%	19
2024 Q1	$3.32M	Sell	537,901 -178,281	-25%	-$1.2M	0.77%	17
2023 Q4	$5.61M	Hold	716,182	–	–	1.46%	14
2023 Q3	$4.92M	Sell	716,182 -102,815	-13%	-$833K	1.41%	13
2023 Q2	$7.48M	Sell	818,997 -1,561	-0.2%	-$13K	2.2%	11
2023 Q1	$6.1M	Sell	820,558 -50,000	-6%	-$277K	1.92%	12
2022 Q4	$4.3M	Hold	870,558	–	–	1.71%	9
2022 Q3	$5.76M	Sell	870,558 -299,000	-26%	-$2.09M	2.42%	9
2022 Q2	$6.5M	Buy	+1,169,558	New	+$8.96M	2.72%	9

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SPIG

Silversmith Partners I GP Boston, Massachusetts $39.2M AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Brien Wealth Partners's LFST Position: Q4 2025 in Review

O'Brien Wealth Partners held its Lifestance Health (LFST) position steady in Q4 2025 at 178,371 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #34.

O'Brien Wealth Partners first reported a position in LFST in Q2 2022 and has held it in 15 quarters since. The position peaked at $7.48M in Q2 2023. 204 funds tracked by Wall St. Rank hold LFST as of Q4 2025.

O'Brien Wealth Partners held 178,371 shares of Lifestance Health worth $1.26M as of Q4 2025.
O'Brien Wealth Partners left its Lifestance Health share count unchanged in Q4 2025.
Lifestance Health made up 0.17% of O'Brien Wealth Partners's portfolio in Q4 2025, its #34 holding.
O'Brien Wealth Partners first reported a position in Lifestance Health in Q2 2022 and has held it in 15 quarters since.
O'Brien Wealth Partners's Lifestance Health position peaked at $7.48M in Q2 2023.
204 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.