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Bay Harbor Wealth Management’s Lithia Motors LAD Stock Holding History

Bay Harbor Wealth Management’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 		$1.74K Sell
6
-1
-14% -$284 ﹤0.01% 692
2026
Q1 		$1.75K Buy
7
+4
+133% +$1.19K ﹤0.01% 603
2025
Q4 		$996 Buy
3
+1
+50% +$318 ﹤0.01% 643
2025
Q3 		$632 Hold
2
– – ﹤0.01% 647
2025
Q2 		$675 Buy
2
+1
+100% +$309 ﹤0.01% 556
2025
Q1 		$293 Buy
+1
New +$341 ﹤0.01% 561

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

Bay Harbor Wealth Management's LAD Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Lithia Motors (LAD) stake by 14% in Q2 2026, selling an estimated $284 and leaving 6 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Bay Harbor Wealth Management first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.75K in Q1 2026. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Bay Harbor Wealth Management held 6 shares of Lithia Motors worth $1.74K as of Q2 2026.
  • Bay Harbor Wealth Management sold 1 Lithia Motors share in Q2 2026, an estimated $284.
  • Lithia Motors made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #692 holding.
  • Bay Harbor Wealth Management first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Lithia Motors position peaked at $1.75K in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.