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Summit Global Investments’s Lifestance Health LFST Stock Holding History

Summit Global Investments’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 		– Sell
-56,190
Closed -$291K – 520
2025
Q2 		$291K Buy
56,190
+20,077
+56% +$120K 0.02% 396
2025
Q1 		$241K Buy
+36,113
New +$275K 0.02% 391

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Global Investments's LFST Position: Q3 2025 in Review

Summit Global Investments sold out of Lifestance Health (LFST) in Q3 2025, closing a stake of 56,190 shares — an estimated $291K sold.

Summit Global Investments first reported a position in LFST in Q1 2025 and held it in 2 quarters. The position peaked at $291K in Q2 2025. 210 funds tracked by Wall St. Rank hold LFST as of Q3 2025.

  • Summit Global Investments reported no remaining Lifestance Health position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 56,190 Lifestance Health shares in Q3 2025, an estimated $291K.
  • Summit Global Investments first reported a position in Lifestance Health in Q1 2025 and held it in 2 quarters.
  • Summit Global Investments's Lifestance Health position peaked at $291K in Q2 2025.
  • 210 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.