TWD
LFST icon

True Wealth Design’s Lifestance Health LFST Stock Holding History

True Wealth Design’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 		$1.74K Buy
162
+136
+523% +$1.05K ﹤0.01% 1745
2026
Q1 		$166 Hold
26
– – ﹤0.01% 2369
2025
Q4 		$184 Sell
26
-492
-95% -$2.97K ﹤0.01% 2246
2025
Q3 		$2.85K Buy
518
+515
+17,167% +$2.52K ﹤0.01% 1335
2025
Q2 		$16 Sell
3
-20
-87% -$120 ﹤0.01% 2527
2025
Q1 		$154 Buy
+23
New +$175 ﹤0.01% 2052

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

True Wealth Design's LFST Position: Q2 2026 in Review

True Wealth Design increased its Lifestance Health (LFST) stake by 523% in Q2 2026, buying an estimated $1.05K and bringing the position to 162 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

True Wealth Design first reported a position in LFST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.85K in Q3 2025. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • True Wealth Design held 162 shares of Lifestance Health worth $1.74K as of Q2 2026.
  • True Wealth Design bought 136 Lifestance Health shares in Q2 2026, an estimated $1.05K.
  • Lifestance Health made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1745 holding.
  • True Wealth Design first reported a position in Lifestance Health in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Lifestance Health position peaked at $2.85K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.