Integrated Wealth Concepts’s Lyft LYFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$727K Buy
54,693
+783
+1% +$12.1K 0.01% 1298
2025
Q4
$1.04M Sell
53,910
-19,366
-26% -$403K 0.01% 755
2025
Q3
$1.61M Buy
73,276
+9,730
+15% +$163K 0.01% 767
2025
Q2
$1M Buy
+63,546
New +$890K 0.01% 914

Other funds holding LYFT

Integrated Wealth Concepts's LYFT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Lyft (LYFT) stake by 1.5% in Q1 2026, buying an estimated $12.1K and bringing the position to 54,693 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #1298.

Integrated Wealth Concepts first reported a position in LYFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q3 2025. 523 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

  • Integrated Wealth Concepts held 54,693 shares of Lyft worth $727K as of Q1 2026.
  • Integrated Wealth Concepts bought 783 Lyft shares in Q1 2026, an estimated $12.1K.
  • Lyft made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1298 holding.
  • Integrated Wealth Concepts first reported a position in Lyft in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Lyft position peaked at $1.61M in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.