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DiNuzzo Private Wealth’s Lithia Motors LAD Stock Holding History

DiNuzzo 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 		$2.03K Hold
7
– – ﹤0.01% 667
2026
Q1 		$1.75K Hold
7
– – ﹤0.01% 690
2025
Q4 		$2.33K Hold
7
– – ﹤0.01% 588
2025
Q3 		$2.36K Hold
7
– – ﹤0.01% 582
2025
Q2 		$2.37K Hold
7
– – ﹤0.01% 567
2025
Q1 		$2.06K Hold
7
– – ﹤0.01% 590
2024
Q4 		$2.5K Hold
7
– – ﹤0.01% 516
2024
Q3 		$2.22K Hold
7
– – ﹤0.01% 570
2024
Q2 		$1.77K Buy
7
+1
+17% +$262 ﹤0.01% 559
2024
Q1 		$1.81K Hold
6
– – ﹤0.01% 510
2023
Q4 		$1.98K Buy
+6
New +$1.65K ﹤0.01% 441

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

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

DiNuzzo Private Wealth held its Lithia Motors (LAD) position steady in Q2 2026 at 7 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

DiNuzzo Private Wealth first reported a position in LAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.5K in Q4 2024. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • DiNuzzo Private Wealth held 7 shares of Lithia Motors worth $2.03K as of Q2 2026.
  • DiNuzzo Private Wealth left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #667 holding.
  • DiNuzzo Private Wealth first reported a position in Lithia Motors in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Lithia Motors position peaked at $2.5K in Q4 2024.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.