TIM
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Tortoise Investment Management’s Lifestance Health LFST Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-1
Closed -$6 – 890
2025
Q3 		$6 Buy
+1
New +$5 ﹤0.01% 1546

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
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's LFST Position: Q4 2025 in Review

Tortoise Investment Management sold out of Lifestance Health (LFST) in Q4 2025, closing a stake of 1 share — an estimated $6 sold.

Tortoise Investment Management first reported a position in LFST in Q3 2025 and held it in 1 quarter. The position peaked at $6 in Q3 2025. 204 funds tracked by Wall St. Rank hold LFST as of Q4 2025.

  • Tortoise Investment Management reported no remaining Lifestance Health position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Lifestance Health share in Q4 2025, an estimated $6.
  • Tortoise Investment Management first reported a position in Lifestance Health in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Lifestance Health position peaked at $6 in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.