180 Wealth Advisors’s Lithia Motors LAD Stock Holding History

180 Wealth Advisors’s Portfolio LAD Stock Details LAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.65M	Buy	9,116 +328	+4%	+$93.2K	0.27%	96
2026 Q1	$2.19M	Buy	8,788 +465	+6%	+$138K	0.25%	100
2025 Q4	$2.77M	Buy	8,323 +236	+3%	+$74.9K	0.31%	76
2025 Q3	$2.56M	Buy	8,087 +1,944	+32%	+$627K	0.31%	81
2025 Q2	$2.08M	Buy	6,143 +514	+9%	+$159K	0.29%	90
2025 Q1	$1.65M	Buy	+5,629	New	+$1.92M	0.26%	98

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

180 Wealth Advisors's LAD Position: Q2 2026 in Review

180 Wealth Advisors increased its Lithia Motors (LAD) stake by 3.7% in Q2 2026, buying an estimated $93.2K and bringing the position to 9,116 shares worth $2.65M. The position accounts for 0.27% of the portfolio, ranked #96.

180 Wealth Advisors first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2025. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

180 Wealth Advisors held 9,116 shares of Lithia Motors worth $2.65M as of Q2 2026.
180 Wealth Advisors bought 328 Lithia Motors shares in Q2 2026, an estimated $93.2K.
Lithia Motors made up 0.27% of 180 Wealth Advisors's portfolio in Q2 2026, its #96 holding.
180 Wealth Advisors first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
180 Wealth Advisors's Lithia Motors position peaked at $2.77M in Q4 2025.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.