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High Note Wealth’s Lithia Motors LAD Stock Holding History

High Note Wealth’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 		$4.36K Buy
15
+1
+7% +$284 ﹤0.01% 646
2026
Q1 		$3.5K Hold
14
– – ﹤0.01% 666
2025
Q4 		$4.65K Hold
14
– – ﹤0.01% 538
2025
Q3 		$4.42K Hold
14
– – ﹤0.01% 531
2025
Q2 		$4.73K Hold
14
– – ﹤0.01% 443
2025
Q1 		$4.11K Hold
14
– – ﹤0.01% 501
2024
Q4 		$5K Buy
+14
New +$4.93K ﹤0.01% 437

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

High Note Wealth's LAD Position: Q2 2026 in Review

High Note Wealth increased its Lithia Motors (LAD) stake by 7.1% in Q2 2026, buying an estimated $284 and bringing the position to 15 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

High Note Wealth first reported a position in LAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5K in Q4 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • High Note Wealth held 15 shares of Lithia Motors worth $4.36K as of Q2 2026.
  • High Note Wealth bought 1 Lithia Motors share in Q2 2026, an estimated $284.
  • Lithia Motors made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #646 holding.
  • High Note Wealth first reported a position in Lithia Motors in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Lithia Motors position peaked at $5K in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.