Focus Partners Wealth
LAD icon

Focus Partners Wealth’s Lithia Motors LAD Stock Holding History

Focus Partners Wealth’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
Q1 		– Sell
-616
Closed -$203K – 2753
2025
Q4 		$203K Buy
+616
New +$196K ﹤0.01% 2445
2024
Q4 		– Sell
-51,411
Closed -$5.02M – 1943
2024
Q3 		$5.02M Buy
+51,411
New +$14.3M 0.02% 560
2024
Q2 		– Sell
-11,933
Closed -$3.59M – 1252
2024
Q1 		$3.59M Buy
11,933
+1,467
+14% +$434K 0.03% 381
2023
Q4 		$3.45M Buy
+10,466
New +$2.87M 0.05% 275

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Focus Partners Wealth's LAD Position: Q1 2026 in Review

Focus Partners Wealth sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 616 shares — an estimated $203K sold.

Focus Partners Wealth first reported a position in LAD in Q4 2023 and held it in 4 quarters. The position peaked at $5.02M in Q3 2024. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Focus Partners Wealth reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 616 Lithia Motors shares in Q1 2026, an estimated $203K.
  • Focus Partners Wealth first reported a position in Lithia Motors in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's Lithia Motors position peaked at $5.02M in Q3 2024.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.