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Allied Private Wealth’s Lithia Motors LAD Stock Holding History

Allied Private Wealth’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 		$17.3K Buy
+57
New +$16.2K 0.01% 419

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Allied Private Wealth's LAD Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Lithia Motors (LAD) in Q2 2026: 57 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings.

443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Allied Private Wealth held 57 shares of Lithia Motors worth $17.3K as of Q2 2026.
  • Lithia Motors was a new Allied Private Wealth position in Q2 2026.
  • Lithia Motors made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #419 holding.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.