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Root Financial Partners’s Lifestance Health LFST Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-1,009
Closed -$6.43K – 1951
2026
Q1 		$6.43K Buy
1,009
+56
+6% +$390 ﹤0.01% 1856
2025
Q4 		$6.71K Buy
953
+386
+68% +$2.33K ﹤0.01% 1663
2025
Q3 		$3.12K Buy
+567
New +$2.78K ﹤0.01% 1874

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

Root Financial Partners's LFST Position: Q2 2026 in Review

Root Financial Partners sold out of Lifestance Health (LFST) in Q2 2026, closing a stake of 1,009 shares — an estimated $6.43K sold.

Root Financial Partners first reported a position in LFST in Q3 2025 and held it in 3 quarters. The position peaked at $6.71K in Q4 2025. 288 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Root Financial Partners reported no remaining Lifestance Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,009 Lifestance Health shares in Q2 2026, an estimated $6.43K.
  • Root Financial Partners first reported a position in Lifestance Health in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lifestance Health position peaked at $6.71K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.