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Frazier Financial Advisors’s Lithia Motors LAD Stock Holding History

Frazier Financial 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 		$6.1K Hold
21
– – ﹤0.01% 470
2026
Q1 		$5.25K Hold
21
– – ﹤0.01% 502
2025
Q4 		$6.98K Hold
21
– – ﹤0.01% 413
2025
Q3 		$6.64K Hold
21
– – ﹤0.01% 415
2025
Q2 		$7.09K Hold
21
– – 0.01% 404
2025
Q1 		$6.17K Hold
21
– – ﹤0.01% 404
2024
Q4 		$7.5K Hold
21
– – 0.01% 390
2024
Q3 		$6.67K Hold
21
– – 0.01% 458
2024
Q2 		$5.3K Hold
21
– – ﹤0.01% 599
2024
Q1 		$6.32K Hold
21
– – 0.01% 537
2023
Q4 		$6.92K Buy
+21
New +$5.76K 0.01% 433

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 $3.37T AUM 44.26% 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

Frazier Financial Advisors's LAD Position: Q2 2026 in Review

Frazier Financial Advisors held its Lithia Motors (LAD) position steady in Q2 2026 at 21 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Frazier Financial Advisors first reported a position in LAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.5K in Q4 2024. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Frazier Financial Advisors held 21 shares of Lithia Motors worth $6.1K as of Q2 2026.
  • Frazier Financial Advisors left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #470 holding.
  • Frazier Financial Advisors first reported a position in Lithia Motors in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's Lithia Motors position peaked at $7.5K in Q4 2024.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.