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Wealth Preservation Advisors’s Lifestance Health LFST Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-158
Closed -$1.01K – 543
2026
Q1 		$1.01K Buy
+158
New +$1.1K ﹤0.01% 693

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 Preservation Advisors's LFST Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Lifestance Health (LFST) in Q2 2026, closing a stake of 158 shares — an estimated $1.01K sold.

Wealth Preservation Advisors first reported a position in LFST in Q1 2026 and held it in 1 quarter. The position peaked at $1.01K in Q1 2026. 288 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Lifestance Health position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 158 Lifestance Health shares in Q2 2026, an estimated $1.01K.
  • Wealth Preservation Advisors first reported a position in Lifestance Health in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Lifestance Health position peaked at $1.01K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.