Gateway Investment Advisers’s Lithia Motors LAD Stock Holding History

Gateway Investment Advisers’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	$495K	Buy	+1,695	New	+$591K	﹤0.01%	667

Other funds holding LAD

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gateway Investment Advisers's LAD Position: Q3 2026 in Review

Gateway Investment Advisers opened a new position in Lithia Motors (LAD) in Q3 2026: 1,695 shares worth $495K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings.

31 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

Gateway Investment Advisers held 1,695 shares of Lithia Motors worth $495K as of Q3 2026.
Lithia Motors was a new Gateway Investment Advisers position in Q3 2026.
Lithia Motors made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #667 holding.
31 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.