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Elevation Wealth Partners’s Lithia Motors LAD Stock Holding History

Elevation Wealth Partners’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 		$6.39K Hold
22
– – ﹤0.01% 950
2026
Q1 		$5.49K Buy
22
+17
+340% +$5.05K ﹤0.01% 679
2025
Q4 		$1.66K Buy
5
+3
+150% +$953 ﹤0.01% 811
2025
Q3 		$632 Buy
+2
New +$645 ﹤0.01% 793

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Elevation Wealth Partners's LAD Position: Q2 2026 in Review

Elevation Wealth Partners held its Lithia Motors (LAD) position steady in Q2 2026 at 22 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Elevation Wealth Partners first reported a position in LAD in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Elevation Wealth Partners held 22 shares of Lithia Motors worth $6.39K as of Q2 2026.
  • Elevation Wealth Partners left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #950 holding.
  • Elevation Wealth Partners first reported a position in Lithia Motors in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.