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Wealthspire Advisors (New York)’s Lifestance Health LFST Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-58
Closed -$319 – 2066
2025
Q3 		$319 Buy
+58
New +$284 ﹤0.01% 2889

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s LFST Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lifestance Health (LFST) in Q4 2025, closing a stake of 58 shares — an estimated $319 sold.

Wealthspire Advisors (New York) first reported a position in LFST in Q3 2025 and held it in 1 quarter. The position peaked at $319 in Q3 2025. 204 funds tracked by Wall St. Rank hold LFST as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Lifestance Health position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 58 Lifestance Health shares in Q4 2025, an estimated $319.
  • Wealthspire Advisors (New York) first reported a position in Lifestance Health in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Lifestance Health position peaked at $319 in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.