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EP Wealth Advisors’s Lyft LYFT Stock Holding History

EP Wealth Advisors’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 		– Sell
-27,879
Closed -$371K – 1812
2026
Q1 		$371K Sell
27,879
-3,449
-11% -$53.4K ﹤0.01% 1051
2025
Q4 		$607K Buy
+31,328
New +$651K ﹤0.01% 788
2025
Q2 		$332K Sell
21,041
-1,876
-8% -$26.3K ﹤0.01% 963
2025
Q1 		$272K Buy
+22,917
New +$298K ﹤0.01% 960

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

EP Wealth Advisors's LYFT Position: Q2 2026 in Review

EP Wealth Advisors sold out of Lyft (LYFT) in Q2 2026, closing a stake of 27,879 shares — an estimated $371K sold.

EP Wealth Advisors first reported a position in LYFT in Q1 2025 and held it in 4 quarters. The position peaked at $607K in Q4 2025. 524 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • EP Wealth Advisors reported no remaining Lyft position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 27,879 Lyft shares in Q2 2026, an estimated $371K.
  • EP Wealth Advisors first reported a position in Lyft in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Lyft position peaked at $607K in Q4 2025.
  • 524 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.