Wealth Enhancement Advisory Services
LFST icon

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

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

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. 288 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.
  • 288 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.