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Arete Wealth Advisors’s Lithia Motors LAD Stock Holding History

Arete 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
2025
Q2 		– Sell
-1,416
Closed -$416K – 784
2025
Q1 		$416K Sell
1,416
-7,063
-83% -$2.41M 0.03% 440
2024
Q4 		$3.03M Sell
8,479
-1,102
-12% -$388K 0.22% 97
2024
Q3 		$3.04M Sell
9,581
-2,464
-20% -$687K 0.26% 80
2024
Q2 		$3.04M Buy
12,045
+333
+3% +$87.2K 0.25% 81
2024
Q1 		$2.98M Buy
11,712
+3,888
+50% +$1.15M 0.28% 79
2023
Q4 		$2.58M Buy
7,824
+3,612
+86% +$991K 0.2% 108
2023
Q3 		$1.24M Buy
+4,212
New +$1.28M 0.22% 103
2023
Q2 		– Sell
-2,084
Closed -$477K – 716
2023
Q1 		$477K Buy
+2,084
New +$507K 0.04% 356

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's LAD Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 1,416 shares — an estimated $416K sold.

Arete Wealth Advisors first reported a position in LAD in Q1 2023 and held it in 8 quarters. The position peaked at $3.04M in Q3 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,416 Lithia Motors shares in Q2 2025, an estimated $416K.
  • Arete Wealth Advisors first reported a position in Lithia Motors in Q1 2023 and held it in 8 quarters.
  • Arete Wealth Advisors's Lithia Motors position peaked at $3.04M in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.