WCM
LFST icon

WealthTrak Capital Management’s Lifestance Health LFST Stock Holding History

WealthTrak Capital Management’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
Q2 		– Sell
-20
Closed -$134 – 1014
2025
Q1 		$134 Buy
+20
New +$152 ﹤0.01% 907

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WealthTrak Capital Management's LFST Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Lifestance Health (LFST) in Q2 2025, closing a stake of 20 shares — an estimated $134 sold.

WealthTrak Capital Management first reported a position in LFST in Q1 2025 and held it in 1 quarter. The position peaked at $134 in Q1 2025. 194 funds tracked by Wall St. Rank hold LFST as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Lifestance Health position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 Lifestance Health shares in Q2 2025, an estimated $134.
  • WealthTrak Capital Management first reported a position in Lifestance Health in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's Lifestance Health position peaked at $134 in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.