FFO
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Fortitude Family Office’s Lithia Motors LAD Stock Holding History

Fortitude Family Office’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 		$9.34K Buy
32
+4
+14% +$1.39K ﹤0.01% 1252
2026
Q2 		$8.13K Buy
28
+8
+40% +$2.27K ﹤0.01% 865
2026
Q1 		$4.99K Buy
20
+3
+18% +$891 ﹤0.01% 911
2025
Q4 		$5.65K Hold
17
– – ﹤0.01% 763
2025
Q3 		$5.37K Hold
17
– – ﹤0.01% 779
2025
Q2 		$5.74K Buy
17
+5
+42% +$1.55K ﹤0.01% 750
2025
Q1 		$3.52K Hold
12
– – ﹤0.01% 816
2024
Q4 		$4.29K Hold
12
– – ﹤0.01% 887
2024
Q3 		$3.81K Sell
12
-2
-14% -$558 ﹤0.01% 869
2024
Q2 		$3.53K Buy
+14
New +$3.67K ﹤0.01% 694

Other funds holding LAD

CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's LAD Position: Q3 2026 in Review

Fortitude Family Office increased its Lithia Motors (LAD) stake by 14% in Q3 2026, buying an estimated $1.39K and bringing the position to 32 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Fortitude Family Office first reported a position in LAD in Q2 2024 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Fortitude Family Office held 32 shares of Lithia Motors worth $9.34K as of Q3 2026.
  • Fortitude Family Office bought 4 Lithia Motors shares in Q3 2026, an estimated $1.39K.
  • Lithia Motors made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1252 holding.
  • Fortitude Family Office first reported a position in Lithia Motors in Q2 2024 and has held it in 10 quarters since.
  • 28 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.