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HB Wealth Management’s Lyft LYFT Stock Holding History

HB 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 		$167K Sell
11,423
-1,363
-11% -$19.1K ﹤0.01% 1617
2026
Q1 		$170K Sell
12,786
-14,232
-53% -$220K ﹤0.01% 1463
2025
Q4 		$523K Buy
27,018
+1,635
+6% +$34K ﹤0.01% 889
2025
Q3 		$559K Buy
+25,383
New +$425K ﹤0.01% 815
2025
Q2 		– Sell
-12,397
Closed -$147K – 1245
2025
Q1 		$147K Buy
+12,397
New +$161K ﹤0.01% 1159

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

HB Wealth Management's LYFT Position: Q2 2026 in Review

HB Wealth Management reduced its Lyft (LYFT) stake by 11% in Q2 2026, selling an estimated $19.1K and leaving 11,423 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

HB Wealth Management first reported a position in LYFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $559K in Q3 2025. 525 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • HB Wealth Management held 11,423 shares of Lyft worth $167K as of Q2 2026.
  • HB Wealth Management sold 1,363 Lyft shares in Q2 2026, an estimated $19.1K.
  • Lyft made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1617 holding.
  • HB Wealth Management first reported a position in Lyft in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Lyft position peaked at $559K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.