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
Q1 		$655K Sell
2,659
-107,382
-98% -$31.9M ﹤0.01% 1882
2025
Q4 		$2.18M Buy
110,041
+108,785
+8,661% +$34.5M ﹤0.01% 1482
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return