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 Q3	$1.95K	Hold	162	–	–	﹤0.01%	1692
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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's LFST Position: Q3 2026 in Review

True Wealth Design held its Lifestance Health (LFST) position steady in Q3 2026 at 162 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

True Wealth Design first reported a position in LFST in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.85K in Q3 2025. 16 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

True Wealth Design held 162 shares of Lifestance Health worth $1.95K as of Q3 2026.
True Wealth Design left its Lifestance Health share count unchanged in Q3 2026.
Lifestance Health made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1692 holding.
True Wealth Design first reported a position in Lifestance Health in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Lifestance Health position peaked at $2.85K in Q3 2025.
16 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.