Envestnet Portfolio Solutions
LAD icon

Envestnet Portfolio Solutions’s Lithia Motors LAD Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q4 		– Sell
-3,017
Closed -$953K – 1531
2025
Q3 		$953K Sell
3,017
-373
-11% -$120K ﹤0.01% 757
2025
Q2 		$1.15M Buy
3,390
+2,369
+232% +$733K ﹤0.01% 742
2025
Q1 		$300K Sell
1,021
-796
-44% -$271K ﹤0.01% 1289
2024
Q4 		$649K Buy
1,817
+191
+12% +$67.3K ﹤0.01% 1107
2024
Q3 		$516K Buy
1,626
+39
+2% +$10.9K ﹤0.01% 1187
2024
Q2 		$401K Buy
1,587
+213
+16% +$55.8K ﹤0.01% 1226
2024
Q1 		$413K Sell
1,374
-719
-34% -$213K ﹤0.01% 1194
2023
Q4 		$689K Sell
2,093
-62
-3% -$17K ﹤0.01% 918
2023
Q3 		$637K Buy
+2,155
New +$657K ﹤0.01% 894

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Envestnet Portfolio Solutions's LAD Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 3,017 shares — an estimated $953K sold.

Envestnet Portfolio Solutions first reported a position in LAD in Q3 2023 and held it in 9 quarters. The position peaked at $1.15M in Q2 2025. 479 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,017 Lithia Motors shares in Q4 2025, an estimated $953K.
  • Envestnet Portfolio Solutions first reported a position in Lithia Motors in Q3 2023 and held it in 9 quarters.
  • Envestnet Portfolio Solutions's Lithia Motors position peaked at $1.15M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.