TWD
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True Wealth Design’s Lyft LYFT Stock Holding History

True Wealth Design’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 		$2.5K Sell
171
-490
-74% -$6.85K ﹤0.01% 1597
2026
Q1 		$8.79K Sell
661
-6,831
-91% -$106K ﹤0.01% 1013
2025
Q4 		$145K Buy
7,492
+269
+4% +$5.59K 0.04% 122
2025
Q3 		$159K Buy
7,223
+1,683
+30% +$28.2K 0.05% 95
2025
Q2 		$87.3K Buy
5,540
+2,644
+91% +$37K 0.03% 124
2025
Q1 		$34.4K Sell
2,896
-1,368
-32% -$17.8K 0.01% 255
2024
Q4 		$55K Buy
4,264
+2,115
+98% +$31.4K 0.02% 148
2024
Q3 		$27.4K Buy
+2,149
New +$25.7K 0.01% 273

Other funds holding LYFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return