Essential Partners
LAD icon

Essential Partners’s Lithia Motors LAD Stock Holding History

Essential 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 		$36.5K Buy
125
+42
+51% +$14.6K 0.02% 712
2026
Q2 		$24.1K Buy
+83
New +$23.6K 0.01% 841
2026
Q1 		– Sell
-9
Closed -$2.99K – 2935
2025
Q4 		$2.99K Buy
9
+3
+50% +$953 ﹤0.01% 1645
2025
Q3 		$1.9K Hold
6
– – ﹤0.01% 1806
2025
Q2 		$2.03K Buy
+6
New +$1.86K ﹤0.01% 1316

Other funds holding LAD

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Rare Wolf Capital
Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Essential Partners's LAD Position: Q3 2026 in Review

Essential Partners increased its Lithia Motors (LAD) stake by 51% in Q3 2026, buying an estimated $14.6K and bringing the position to 125 shares worth $36.5K. The position accounts for 0.02% of the portfolio, ranked #712.

Essential Partners first reported a position in LAD in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Essential Partners held 125 shares of Lithia Motors worth $36.5K as of Q3 2026.
  • Essential Partners bought 42 Lithia Motors shares in Q3 2026, an estimated $14.6K.
  • Lithia Motors made up 0.02% of Essential Partners's portfolio in Q3 2026, its #712 holding.
  • Essential Partners first reported a position in Lithia Motors in Q2 2025 and has held it in 5 quarters since.
  • 65 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.