Rothwell Investment Advisors, LLC’s Lithia Motors LAD Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$1.75K	Buy	+6	New	+$2.09K	﹤0.01%	1049

Other funds holding LAD

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's LAD Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Lithia Motors (LAD) in Q3 2026: 6 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings.

205 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

Rothwell Investment Advisors, LLC held 6 shares of Lithia Motors worth $1.75K as of Q3 2026.
Lithia Motors was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Lithia Motors made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1049 holding.
205 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.