Strategic Wealth Investment Group’s Lyft LYFT Stock Holding History

Strategic Wealth Investment Group’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
2025 Q3	–	Sell	-39	Closed	-$615	–	171
2025 Q2	$615	Buy	+39	New	+$546	﹤0.01%	136
2023 Q4	$7.47M	Buy	498,546 +14,939	+3%	+$174K	1.12%	29
2023 Q3	$5.1M	Buy	483,607 +48,644	+11%	+$542K	0.92%	38
2023 Q2	$4.17M	Buy	434,963 +202,226	+87%	+$1.94M	0.66%	46
2023 Q1	$2.16M	Buy	232,737 +52,885	+29%	+$639K	0.4%	54
2022 Q4	$2.58M	Buy	179,852 +60,925	+51%	+$735K	0.6%	46
2022 Q3	$1.57M	Buy	118,927 +19,786	+20%	+$304K	0.45%	49
2022 Q2	$1.32M	Buy	99,141 +28,133	+40%	+$656K	0.33%	67
2022 Q1	$2.73M	Buy	71,008 +14,430	+26%	+$565K	0.65%	38
2021 Q4	$2.42M	Buy	56,578 +7,901	+16%	+$370K	0.63%	38
2021 Q3	$2.62M	Buy	48,677 +10,210	+27%	+$541K	0.78%	35
2021 Q2	$2.33M	Buy	38,467 +8,474	+28%	+$487K	0.82%	36
2021 Q1	$1.9M	Buy	29,993 +3,178	+12%	+$177K	0.91%	33
2020 Q4	$1.32M	Buy	26,815 +2,449	+10%	+$89.1K	0.77%	34
2020 Q3	$671K	Buy	24,366 +3,713	+18%	+$110K	0.5%	51
2020 Q2	$682K	Buy	+20,653	New	+$653K	0.67%	38

Other funds holding LYFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Strategic Wealth Investment Group's LYFT Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Lyft (LYFT) in Q3 2025, closing a stake of 39 shares — an estimated $615 sold.

Strategic Wealth Investment Group first reported a position in LYFT in Q2 2020 and held it in 16 quarters. The position peaked at $7.47M in Q4 2023. 548 funds tracked by Wall St. Rank hold LYFT as of Q3 2025.

Strategic Wealth Investment Group reported no remaining Lyft position as of Q3 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 39 Lyft shares in Q3 2025, an estimated $615.
Strategic Wealth Investment Group first reported a position in Lyft in Q2 2020 and held it in 16 quarters.
Strategic Wealth Investment Group's Lyft position peaked at $7.47M in Q4 2023.
548 funds tracked by Wall St. Rank held Lyft as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.