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Cassaday & Co Wealth Management’s Lyft LYFT Stock Holding History

Cassaday & Co Wealth Management’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$176 Sell
12
-50
-81% -$699 ﹤0.01% 1228
2026
Q1 		$825 Buy
+62
New +$960 ﹤0.01% 1149

Other funds holding LYFT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cassaday & Co Wealth Management's LYFT Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Lyft (LYFT) stake by 81% in Q2 2026, selling an estimated $699 and leaving 12 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Cassaday & Co Wealth Management first reported a position in LYFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $825 in Q1 2026. 525 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • Cassaday & Co Wealth Management held 12 shares of Lyft worth $176 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 50 Lyft shares in Q2 2026, an estimated $699.
  • Lyft made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1228 holding.
  • Cassaday & Co Wealth Management first reported a position in Lyft in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Lyft position peaked at $825 in Q1 2026.
  • 525 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.