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EverSource Wealth Advisors’s Lithia Motors LAD Stock Holding History

EverSource Wealth Advisors’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 		$156K Sell
536
-86
-14% -$24.4K 0.01% 1149
2026
Q1 		$155K Sell
622
-204
-25% -$60.6K ﹤0.01% 1191
2025
Q4 		$274K Sell
826
-121
-13% -$38.4K 0.01% 808
2025
Q3 		$299K Buy
947
+126
+15% +$40.6K 0.01% 732
2025
Q2 		$277K Buy
821
+273
+50% +$84.4K 0.01% 707
2025
Q1 		$161K Buy
548
+47
+9% +$16K 0.01% 741
2024
Q4 		$179K Buy
501
+92
+22% +$32.4K 0.01% 693
2024
Q3 		$130K Sell
409
-61
-13% -$17K 0.01% 705
2024
Q2 		$130K Sell
470
-84
-15% -$22K 0.01% 709
2024
Q1 		$141K Buy
554
+65
+13% +$19.2K 0.01% 594
2023
Q4 		$161K Buy
489
+109
+29% +$29.9K 0.01% 491
2023
Q3 		$112K Buy
380
+130
+52% +$39.6K 0.01% 534
2023
Q2 		$76K Buy
250
+237
+1,823% +$56.8K 0.01% 677
2023
Q1 		$2.98K Buy
+13
New +$3.16K ﹤0.01% 1819

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's LAD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lithia Motors (LAD) stake by 14% in Q2 2026, selling an estimated $24.4K and leaving 536 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #1149.

EverSource Wealth Advisors first reported a position in LAD in Q1 2023 and has held it in 14 quarters since. The position peaked at $299K in Q3 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • EverSource Wealth Advisors held 536 shares of Lithia Motors worth $156K as of Q2 2026.
  • EverSource Wealth Advisors sold 86 Lithia Motors shares in Q2 2026, an estimated $24.4K.
  • Lithia Motors made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1149 holding.
  • EverSource Wealth Advisors first reported a position in Lithia Motors in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Lithia Motors position peaked at $299K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.