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Ashton Thomas Private Wealth’s Lithia Motors LAD Stock Holding History

Ashton Thomas 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 		$967K Buy
3,330
+1
+0% +$284 0.02% 572
2026
Q1 		$831K Buy
3,329
+32
+1% +$9.51K 0.02% 581
2025
Q4 		$1.1M Sell
3,297
-36
-1% -$11.4K 0.03% 468
2025
Q3 		$1.05M Sell
3,333
-1
-0% -$323 0.03% 458
2025
Q2 		$1.13M Buy
3,334
+13
+0.4% +$4.02K 0.04% 385
2025
Q1 		$975K Sell
3,321
-103
-3% -$35.1K 0.04% 382
2024
Q4 		$1.22M Sell
3,424
-16
-0.5% -$5.64K 0.05% 346
2024
Q3 		$1.09M Buy
3,440
+78
+2% +$21.7K 0.06% 300
2024
Q2 		$849K Sell
3,362
-106
-3% -$27.7K 0.05% 331
2024
Q1 		$1.04M Buy
3,468
+73
+2% +$21.6K 0.06% 297
2023
Q4 		$1.12M Buy
3,395
+36
+1% +$9.88K 0.07% 277
2023
Q3 		$992K Sell
3,359
-6
-0.2% -$1.83K 0.07% 278
2023
Q2 		$1.02M Buy
3,365
+9
+0.3% +$2.15K 0.08% 262
2023
Q1 		$768K Buy
3,356
+6
+0.2% +$1.46K 0.07% 288
2022
Q4 		$686K Sell
3,350
-177
-5% -$37.8K 0.07% 300
2022
Q3 		$757K Sell
3,527
-20
-0.6% -$5.23K 0.09% 250
2022
Q2 		$975K Sell
3,547
-1
-0% -$292 0.11% 220
2022
Q1 		$1.06M Buy
3,548
+5
+0.1% +$1.56K 0.09% 240
2021
Q4 		$1.05M Buy
+3,543
New +$1.09M 0.1% 226

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

Ashton Thomas Private Wealth's LAD Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Lithia Motors (LAD) stake by 0.03% in Q2 2026, buying an estimated $284 and bringing the position to 3,330 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #572.

Ashton Thomas Private Wealth first reported a position in LAD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Ashton Thomas Private Wealth held 3,330 shares of Lithia Motors worth $967K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 1 Lithia Motors share in Q2 2026, an estimated $284.
  • Lithia Motors made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #572 holding.
  • Ashton Thomas Private Wealth first reported a position in Lithia Motors in Q4 2021 and has held it in 19 quarters since.
  • Ashton Thomas Private Wealth's Lithia Motors position peaked at $1.22M in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.