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Basecamp Wealth Advisors’s Lithia Motors LAD Stock Holding History

Basecamp 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 		$21.5K Hold
74
– – ﹤0.01% 784
2026
Q1 		$18.5K Buy
74
+4
+6% +$1.19K ﹤0.01% 851
2025
Q4 		$23.3K Buy
+70
New +$22.2K 0.01% 738

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

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

Basecamp Wealth Advisors held its Lithia Motors (LAD) position steady in Q2 2026 at 74 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Basecamp Wealth Advisors first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.3K in Q4 2025. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Basecamp Wealth Advisors held 74 shares of Lithia Motors worth $21.5K as of Q2 2026.
  • Basecamp Wealth Advisors left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #784 holding.
  • Basecamp Wealth Advisors first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Lithia Motors position peaked at $23.3K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.