UBS AM
LFST icon

UBS AM’s Lifestance Health LFST Stock Holding History

UBS AM’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 		$63.7M Sell
5,947,600
-144,623
-2% -$1.12M 0.01% 601
2026
Q1 		$38.8M Sell
6,092,223
-25,804
-0.4% -$180K 0.01% 681
2025
Q4 		$43.1M Buy
6,118,027
+1,324,691
+28% +$7.99M 0.01% 641
2025
Q3 		$26.4M Buy
4,793,336
+1,839,465
+62% +$9.01M 0.01% 741
2025
Q2 		$15.3M Buy
2,953,871
+2,338,219
+380% +$14M ﹤0.01% 1154
2025
Q1 		$4.1M Buy
615,652
+11,331
+2% +$86.1K ﹤0.01% 1667
2024
Q4 		$4.45M Buy
604,321
+87,502
+17% +$628K ﹤0.01% 1663
2024
Q3 		$3.62M Buy
516,819
+48,634
+10% +$292K ﹤0.01% 1738
2024
Q2 		$2.3M Buy
468,185
+164,725
+54% +$993K ﹤0.01% 1925
2024
Q1 		$1.87M Buy
303,460
+79,452
+35% +$535K ﹤0.01% 1717
2023
Q4 		$1.75M Buy
224,008
+172,461
+335% +$1.11M ﹤0.01% 1756
2023
Q3 		$354K Buy
+51,547
New +$418K ﹤0.01% 2393
2021
Q3 		– Sell
-89,399
Closed -$2.49M – 2763
2021
Q2 		$2.49M Buy
+89,399
New +$2.36M ﹤0.01% 1754

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM's LFST Position: Q2 2026 in Review

UBS AM reduced its Lifestance Health (LFST) stake by 2.4% in Q2 2026, selling an estimated $1.12M and leaving 5,947,600 shares worth $63.7M. The position accounts for 0.01% of the portfolio, ranked #601.

UBS AM first reported a position in LFST in Q2 2021 and has held it in 13 quarters since. 288 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • UBS AM held 5,947,600 shares of Lifestance Health worth $63.7M as of Q2 2026.
  • UBS AM sold 144,623 Lifestance Health shares in Q2 2026, an estimated $1.12M.
  • Lifestance Health made up 0.01% of UBS AM's portfolio in Q2 2026, its #601 holding.
  • UBS AM first reported a position in Lifestance Health in Q2 2021 and has held it in 13 quarters since.
  • 288 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.