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Institute for Wealth Management’s Lithia Motors LAD Stock Holding History

Institute for 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
2026
Q2 		$23.2K Buy
+80
New +$22.7K ﹤0.01% 1080

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Institute for Wealth Management's LAD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Lithia Motors (LAD) in Q2 2026: 80 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings.

216 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Institute for Wealth Management held 80 shares of Lithia Motors worth $23.2K as of Q2 2026.
  • Lithia Motors was a new Institute for Wealth Management position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1080 holding.
  • 216 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.