Root Financial Partners’s Lyft LYFT Stock Holding History

Root Financial Partners’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	-178	Closed	-$2.37K	–	2002
2026 Q1	$2.37K	Buy	178 +25	+16%	+$387	﹤0.01%	2243
2025 Q4	$2.96K	Sell	153 -30	-16%	-$624	﹤0.01%	1905
2025 Q3	$4.03K	Buy	+183	New	+$3.06K	﹤0.01%	1799

Other funds holding LYFT

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's LYFT Position: Q2 2026 in Review

Root Financial Partners sold out of Lyft (LYFT) in Q2 2026, closing a stake of 178 shares — an estimated $2.37K sold.

Root Financial Partners first reported a position in LYFT in Q3 2025 and held it in 3 quarters. The position peaked at $4.03K in Q3 2025. 527 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

Root Financial Partners reported no remaining Lyft position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 178 Lyft shares in Q2 2026, an estimated $2.37K.
Root Financial Partners first reported a position in Lyft in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Lyft position peaked at $4.03K in Q3 2025.
527 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.