Shell Asset Management’s Lifestance Health LFST Stock Holding History

Shell Asset 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
2025 Q3	$16K	Sell	2,943 -2,915	-50%	-$14.3K	﹤0.01%	1066
2025 Q2	$30K	Sell	5,858 -619	-10%	-$3.71K	﹤0.01%	1200
2025 Q1	$43K	Sell	6,477 -271	-4%	-$2.06K	﹤0.01%	1173
2024 Q4	$50K	Hold	6,748	–	–	﹤0.01%	1176
2024 Q3	$47K	Buy	+6,748	New	+$40.6K	﹤0.01%	1186
2024 Q1	$35K	Sell	7,120 -480	-6%	-$3.23K	﹤0.01%	1195
2023 Q4	$60K	Sell	7,600 -2,289	-23%	-$14.8K	﹤0.01%	1152
2023 Q3	$68K	Sell	9,889 -155	-2%	-$1.26K	﹤0.01%	1152
2023 Q2	$92K	Buy	+10,044	New	+$83.5K	﹤0.01%	1137

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shell Asset Management's LFST Position: Q3 2025 in Review

Shell Asset Management reduced its Lifestance Health (LFST) stake by 50% in Q3 2025, selling an estimated $14.3K and leaving 2,943 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Shell Asset Management first reported a position in LFST in Q2 2023 and has held it in 9 quarters since. The position peaked at $92K in Q2 2023. 210 funds tracked by Wall St. Rank hold LFST as of Q3 2025.

Shell Asset Management held 2,943 shares of Lifestance Health worth $16K as of Q3 2025.
Shell Asset Management sold 2,915 Lifestance Health shares in Q3 2025, an estimated $14.3K.
Lifestance Health made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1066 holding.
Shell Asset Management first reported a position in Lifestance Health in Q2 2023 and has held it in 9 quarters since.
Shell Asset Management's Lifestance Health position peaked at $92K in Q2 2023.
210 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.