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Hemington Wealth Management’s Lithia Motors LAD Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$54K Hold
172
– – 0.01% 337
2025
Q2 		$58K Sell
172
-14
-8% -$4.33K 0.01% 308
2025
Q1 		$54K Buy
186
+10
+6% +$3.4K 0.01% 306
2024
Q4 		$62K Buy
176
+10
+6% +$3.52K 0.02% 272
2024
Q3 		$55K Buy
+166
New +$46.3K 0.01% 271

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's LAD Position: Q3 2025 in Review

Hemington Wealth Management held its Lithia Motors (LAD) position steady in Q3 2025 at 172 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #337.

Hemington Wealth Management first reported a position in LAD in Q3 2024 and has held it in 5 quarters since. The position peaked at $62K in Q4 2024. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Hemington Wealth Management held 172 shares of Lithia Motors worth $54K as of Q3 2025.
  • Hemington Wealth Management left its Lithia Motors share count unchanged in Q3 2025.
  • Lithia Motors made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #337 holding.
  • Hemington Wealth Management first reported a position in Lithia Motors in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Lithia Motors position peaked at $62K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.