Arkadios Wealth Advisors’s Lithia Motors LAD Stock Holding History

Arkadios 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	$209K	Buy	+718	New	+$204K	﹤0.01%	1609
2026 Q1	–	Sell	-761	Closed	-$253K	–	1750
2025 Q4	$253K	Sell	761 -1,002	-57%	-$318K	﹤0.01%	1337
2025 Q3	$557K	Buy	+1,763	New	+$569K	0.01%	888
2021 Q4	–	Sell	-302	Closed	-$95K	–	1237
2021 Q3	$95K	Hold	302	–	–	0.01%	702
2021 Q2	$103K	Hold	302	–	–	0.01%	714
2021 Q1	$117K	Sell	302 -41	-12%	-$14.7K	0.02%	502
2020 Q4	$100K	Buy	+343	New	+$93.8K	0.02%	437

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

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

Arkadios Wealth Advisors opened a new position in Lithia Motors (LAD) in Q2 2026: 718 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1609 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in LAD as recently as Q4 2025.

Arkadios Wealth Advisors first reported a position in LAD in Q4 2020 and has held it in 7 quarters since. The position peaked at $557K in Q3 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Arkadios Wealth Advisors held 718 shares of Lithia Motors worth $209K as of Q2 2026.
Lithia Motors was a new Arkadios Wealth Advisors position in Q2 2026.
Lithia Motors made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1609 holding.
Arkadios Wealth Advisors first reported a position in Lithia Motors in Q4 2020 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Lithia Motors position peaked at $557K in Q3 2025.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.