Curio Wealth’s Lithia Motors LAD Stock Holding History

Curio 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	–	Sell	-1	Closed	-$250	–	656
2026 Q1	$250	Buy	+1	New	+$297	﹤0.01%	695

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Curio Wealth's LAD Position: Q2 2026 in Review

Curio Wealth sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 1 share — an estimated $250 sold.

Curio Wealth first reported a position in LAD in Q1 2026 and held it in 1 quarter. The position peaked at $250 in Q1 2026. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Curio Wealth reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Lithia Motors share in Q2 2026, an estimated $250.
Curio Wealth first reported a position in Lithia Motors in Q1 2026 and held it in 1 quarter.
Curio Wealth's Lithia Motors position peaked at $250 in Q1 2026.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.