Corient Private Wealth
LAD icon

Corient Private Wealth’s Lithia Motors LAD Stock Holding History

Corient 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 		$507K Sell
1,744
-915
-34% -$260K ﹤0.01% 2214
2026
Q1 		$655K Buy
2,659
+308
+13% +$91.5K ﹤0.01% 1882
2025
Q4 		$781K Buy
2,351
+1,095
+87% +$348K ﹤0.01% 1627
2025
Q3 		$397K Buy
1,256
+132
+12% +$42.6K ﹤0.01% 1946
2025
Q2 		$369K Sell
1,124
-51
-4% -$15.8K ﹤0.01% 1879
2025
Q1 		$345K Buy
1,175
+51
+5% +$17.4K ﹤0.01% 1782
2024
Q4 		$401K Sell
1,124
-51
-4% -$18K ﹤0.01% 1735
2024
Q3 		$373K Buy
1,175
+194
+20% +$54.1K ﹤0.01% 1905
2024
Q2 		$248K Buy
981
+109
+13% +$28.5K ﹤0.01% 2015
2024
Q1 		$262K Buy
872
+91
+12% +$26.9K ﹤0.01% 1963
2023
Q4 		$257K Buy
781
+10
+1% +$2.74K ﹤0.01% 1946
2023
Q3 		$228K Buy
771
+18
+2% +$5.49K ﹤0.01% 1861
2023
Q2 		$229K Buy
+753
New +$180K ﹤0.01% 1815

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

Corient Private Wealth's LAD Position: Q2 2026 in Review

Corient Private Wealth reduced its Lithia Motors (LAD) stake by 34% in Q2 2026, selling an estimated $260K and leaving 1,744 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Corient Private Wealth first reported a position in LAD in Q2 2023 and has held it in 13 quarters since. The position peaked at $781K in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Corient Private Wealth held 1,744 shares of Lithia Motors worth $507K as of Q2 2026.
  • Corient Private Wealth sold 915 Lithia Motors shares in Q2 2026, an estimated $260K.
  • Lithia Motors made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2214 holding.
  • Corient Private Wealth first reported a position in Lithia Motors in Q2 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Lithia Motors position peaked at $781K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.