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Integrated Wealth Concepts’s Lyft LYFT Stock Holding History

Integrated Wealth Concepts’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
-54,693
Closed -$727K – 2492
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

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's LYFT Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Lyft (LYFT) in Q2 2026, closing a stake of 54,693 shares — an estimated $727K sold.

Integrated Wealth Concepts first reported a position in LYFT in Q2 2025 and held it in 4 quarters. The position peaked at $1.61M in Q3 2025. 527 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Lyft position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 54,693 Lyft shares in Q2 2026, an estimated $727K.
  • Integrated Wealth Concepts first reported a position in Lyft in Q2 2025 and held it in 4 quarters.
  • Integrated Wealth Concepts's Lyft position peaked at $1.61M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

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