United Capital Financial Advisors’s Lyft LYFT Stock Holding History

United Capital Financial Advisors’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	$167K	Sell	11,434 -10,573	-48%	-$148K	﹤0.01%	1568
2026 Q1	$293K	Buy	+22,007	New	+$341K	﹤0.01%	1359
2021 Q3	–	Sell	-4,790	Closed	-$290K	–	1224
2021 Q2	$290K	Buy	4,790 +377	+9%	+$21.7K	﹤0.01%	1031
2021 Q1	$279K	Sell	4,413 -2,629	-37%	-$147K	﹤0.01%	1005
2020 Q4	$346K	Buy	+7,042	New	+$256K	﹤0.01%	950
2020 Q3	–	Sell	-6,499	Closed	-$215K	–	1201
2020 Q2	$215K	Sell	6,499 -1,044	-14%	-$33K	﹤0.01%	1088
2020 Q1	$203K	Buy	7,543 +2,490	+49%	+$98.9K	﹤0.01%	1068
2019 Q4	$217K	Buy	+5,053	New	+$222K	﹤0.01%	1256

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

United Capital Financial Advisors's LYFT Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Lyft (LYFT) stake by 48% in Q2 2026, selling an estimated $148K and leaving 11,434 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

United Capital Financial Advisors first reported a position in LYFT in Q4 2019 and has held it in 8 quarters since. The position peaked at $346K in Q4 2020. 524 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

United Capital Financial Advisors held 11,434 shares of Lyft worth $167K as of Q2 2026.
United Capital Financial Advisors sold 10,573 Lyft shares in Q2 2026, an estimated $148K.
Lyft made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1568 holding.
United Capital Financial Advisors first reported a position in Lyft in Q4 2019 and has held it in 8 quarters since.
United Capital Financial Advisors's Lyft position peaked at $346K in Q4 2020.
524 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.