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Advisornet Financial’s Lithia Motors LAD Stock Holding History

Advisornet Financial’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
2025
Q4 		– Sell
-1
Closed -$316 – 2310
2025
Q3 		$316 Hold
1
– – ﹤0.01% 2117
2025
Q2 		$338 Buy
+1
New +$309 ﹤0.01% 2103
2024
Q4 		– Sell
-1
Closed -$318 – 2128
2024
Q3 		$318 Sell
1
-4
-80% -$1.11K ﹤0.01% 2069
2024
Q2 		$1.26K Buy
+5
New +$1.31K ﹤0.01% 1750
2024
Q1 		– Sell
-8
Closed -$2.63K – 2300
2023
Q4 		$2.63K Sell
8
-1
-11% -$274 ﹤0.01% 1636
2023
Q3 		$2.66K Buy
9
+1
+13% +$305 ﹤0.01% 1565
2023
Q2 		$2.43K Hold
8
– – ﹤0.01% 1668
2023
Q1 		$1.83K Buy
8
+5
+167% +$1.22K ﹤0.01% 1731
2022
Q4 		$614 Sell
3
-72
-96% -$15.4K ﹤0.01% 1986
2022
Q3 		$16K Hold
75
– – ﹤0.01% 1191
2022
Q2 		$21K Sell
75
-5
-6% -$1.46K ﹤0.01% 1110
2022
Q1 		$24K Hold
80
– – ﹤0.01% 1188
2021
Q4 		$24K Buy
80
+5
+7% +$1.54K ﹤0.01% 1246
2021
Q3 		$24K Buy
+75
New +$26.1K ﹤0.01% 1205
2020
Q4 		– Sell
-17
Closed -$4K – 1756
2020
Q3 		$4K Hold
17
– – ﹤0.01% 1458
2020
Q2 		$3K Hold
17
– – ﹤0.01% 1537
2020
Q1 		$1K Hold
17
– – ﹤0.01% 1680
2019
Q4 		$2K Sell
17
-15
-47% -$2.25K ﹤0.01% 1687
2019
Q3 		$4K Buy
32
+15
+88% +$1.92K ﹤0.01% 1596
2019
Q2 		$2K Hold
17
– – ﹤0.01% 1527
2019
Q1 		$2K Buy
+17
New +$1.48K ﹤0.01% 1424

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Advisornet Financial's LAD Position: Q4 2025 in Review

Advisornet Financial sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 1 share — an estimated $316 sold.

Advisornet Financial first reported a position in LAD in Q1 2019 and held it in 21 quarters. The position peaked at $24K in Q1 2022. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Advisornet Financial reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 1 Lithia Motors share in Q4 2025, an estimated $316.
  • Advisornet Financial first reported a position in Lithia Motors in Q1 2019 and held it in 21 quarters.
  • Advisornet Financial's Lithia Motors position peaked at $24K in Q1 2022.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.