Bravera Wealth’s Lithia Motors LAD Stock Holding History

Bravera 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 Q1	–	Sell	-15	Closed	-$4.99K	–	466
2025 Q4	$4.99K	Buy	+15	New	+$4.76K	﹤0.01%	356

Other funds holding LAD

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bravera Wealth's LAD Position: Q1 2026 in Review

Bravera Wealth sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 15 shares — an estimated $4.99K sold.

Bravera Wealth first reported a position in LAD in Q4 2025 and held it in 1 quarter. The position peaked at $4.99K in Q4 2025. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Bravera Wealth reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
Bravera Wealth sold 15 Lithia Motors shares in Q1 2026, an estimated $4.99K.
Bravera Wealth first reported a position in Lithia Motors in Q4 2025 and held it in 1 quarter.
Bravera Wealth's Lithia Motors position peaked at $4.99K in Q4 2025.
433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Bravera Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.