Wealth Enhancement Advisory Services’s Lifestance Health LFST Stock Holding History

Wealth Enhancement Advisory Services’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	$575K	Buy	53,724 +12,203	+29%	+$94.3K	﹤0.01%	2557
2026 Q1	$262K	Buy	41,521 +19,197	+86%	+$134K	﹤0.01%	2907
2025 Q4	$163K	Sell	22,324 -4,184	-16%	-$25.2K	﹤0.01%	3331
2025 Q3	$147K	Buy	+26,508	New	+$130K	﹤0.01%	3245

Other funds holding LFST

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SAM

Smithbridge Asset Management Chadds Ford, Pennsylvania $734M AUM 34.06% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's LFST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Lifestance Health (LFST) stake by 29% in Q2 2026, buying an estimated $94.3K and bringing the position to 53,724 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Wealth Enhancement Advisory Services first reported a position in LFST in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

Wealth Enhancement Advisory Services held 53,724 shares of Lifestance Health worth $575K as of Q2 2026.
Wealth Enhancement Advisory Services bought 12,203 Lifestance Health shares in Q2 2026, an estimated $94.3K.
Lifestance Health made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2557 holding.
Wealth Enhancement Advisory Services first reported a position in Lifestance Health in Q3 2025 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.