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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
Q3 		$12K Buy
41
+19
+86% +$6.62K ﹤0.01% 832
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

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Elevation Wealth Partners's LAD Position: Q3 2026 in Review

Elevation Wealth Partners increased its Lithia Motors (LAD) stake by 86% in Q3 2026, buying an estimated $6.62K and bringing the position to 41 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Elevation Wealth Partners first reported a position in LAD in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Elevation Wealth Partners held 41 shares of Lithia Motors worth $12K as of Q3 2026.
  • Elevation Wealth Partners bought 19 Lithia Motors shares in Q3 2026, an estimated $6.62K.
  • Lithia Motors made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #832 holding.
  • Elevation Wealth Partners first reported a position in Lithia Motors in Q3 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.