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 Q3	$6.13K	Hold	21	–	–	﹤0.01%	486
2026 Q2	$6.1K	Hold	21	–	–	﹤0.01%	470
2026 Q1	$5.24K	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	$7.1K	Hold	21	–	–	0.01%	404
2025 Q1	$6.16K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Frazier Financial Advisors's LAD Position: Q3 2026 in Review

Frazier Financial Advisors held its Lithia Motors (LAD) position steady in Q3 2026 at 21 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Frazier Financial Advisors first reported a position in LAD in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.5K in Q4 2024. 271 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

Frazier Financial Advisors held 21 shares of Lithia Motors worth $6.13K as of Q3 2026.
Frazier Financial Advisors left its Lithia Motors share count unchanged in Q3 2026.
Lithia Motors made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q3 2026, its #486 holding.
Frazier Financial Advisors first reported a position in Lithia Motors in Q4 2023 and has held it in 12 quarters since.
Frazier Financial Advisors's Lithia Motors position peaked at $7.5K in Q4 2024.
271 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.