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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Arkadios Wealth Advisors's LAD Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 761 shares — an estimated $253K sold.

Arkadios Wealth Advisors first reported a position in LAD in Q4 2020 and held it in 6 quarters. The position peaked at $557K in Q3 2025. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 761 Lithia Motors shares in Q1 2026, an estimated $253K.
  • Arkadios Wealth Advisors first reported a position in Lithia Motors in Q4 2020 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Lithia Motors position peaked at $557K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.