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Steward Partners Investment Advisory’s Lifestance Health LFST Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-87
Closed -$579 – 4200
2025
Q1 		$579 Hold
87
– – ﹤0.01% 3843
2024
Q4 		$641 Buy
+87
New +$624 ﹤0.01% 3821

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Partners Investment Advisory's LFST Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Lifestance Health (LFST) in Q2 2025, closing a stake of 87 shares — an estimated $579 sold.

Steward Partners Investment Advisory first reported a position in LFST in Q4 2024 and held it in 2 quarters. The position peaked at $641 in Q4 2024. 194 funds tracked by Wall St. Rank hold LFST as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Lifestance Health position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 87 Lifestance Health shares in Q2 2025, an estimated $579.
  • Steward Partners Investment Advisory first reported a position in Lifestance Health in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Lifestance Health position peaked at $641 in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.