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MassMutual Private Wealth & Trust’s Lithia Motors LAD Stock Holding History

MassMutual Private Wealth & Trust’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 		$8.42K Buy
29
+1
+4% +$284 ﹤0.01% 1474
2026
Q1 		$6.99K Sell
28
-31
-53% -$9.21K ﹤0.01% 1526
2025
Q4 		$19.6K Buy
59
+12
+26% +$3.81K ﹤0.01% 1128
2025
Q3 		$14.9K Sell
47
-3
-6% -$968 ﹤0.01% 1236
2025
Q2 		$16.9K Buy
50
+6
+14% +$1.86K ﹤0.01% 1166
2025
Q1 		$12.9K Buy
44
+14
+47% +$4.77K ﹤0.01% 1201
2024
Q4 		$10.7K Buy
30
+5
+20% +$1.76K ﹤0.01% 1232
2024
Q3 		$7.94K Sell
25
-8
-24% -$2.23K ﹤0.01% 1199
2024
Q2 		$8.33K Buy
33
+21
+175% +$5.5K ﹤0.01% 1150
2024
Q1 		$3.61K Sell
12
-1
-8% -$296 ﹤0.01% 1365
2023
Q4 		$4.28K Buy
13
+9
+225% +$2.47K ﹤0.01% 1282
2023
Q3 		$1.18K Buy
4
+1
+33% +$305 ﹤0.01% 1643
2023
Q2 		$912 Sell
3
-6
-67% -$1.44K ﹤0.01% 1680
2023
Q1 		$2.06K Buy
9
+8
+800% +$1.95K ﹤0.01% 1410
2022
Q4 		$0 Hold
1
– – ﹤0.01% 1753
2022
Q3 		$0 Sell
1
-1
-50% -$261 ﹤0.01% 1724
2022
Q2 		$1K Sell
2
-9
-82% -$2.62K ﹤0.01% 1339
2022
Q1 		$3K Buy
+11
New +$3.43K ﹤0.01% 1059
2018
Q4 		– Sell
-170
Closed -$13.9K – 1011
2018
Q3 		$13.9K Hold
170
– – ﹤0.01% 561
2018
Q2 		$16.1K Hold
170
– – ﹤0.01% 536
2018
Q1 		$17.1K Buy
+170
New +$19.2K ﹤0.01% 529
2016
Q2 		$269K Buy
3,791
+1,404
+59% +$113K 0.03% 272
2016
Q1 		$208K Buy
2,387
+84
+4% +$7.22K 0.03% 289
2015
Q4 		$246K Sell
2,303
-63
-3% -$7.24K 0.04% 254
2015
Q3 		$179K Buy
2,366
+46
+2% +$5.16K 0.04% 269
2015
Q2 		$218K Sell
2,320
-435
-16% -$46.3K 0.05% 255
2015
Q1 		$274K Buy
+2,755
New +$248K 0.05% 241
2014
Q4 		– Sell
-2,366
Closed -$179K – 696
2014
Q3 		$179K Buy
+2,366
New +$209K 0.04% 266

Other funds holding LAD

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
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
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

MassMutual Private Wealth & Trust's LAD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Lithia Motors (LAD) stake by 3.6% in Q2 2026, buying an estimated $284 and bringing the position to 29 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

MassMutual Private Wealth & Trust first reported a position in LAD in Q3 2014 and has held it in 28 quarters since. The position peaked at $274K in Q1 2015. 152 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • MassMutual Private Wealth & Trust held 29 shares of Lithia Motors worth $8.42K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 1 Lithia Motors share in Q2 2026, an estimated $284.
  • Lithia Motors made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1474 holding.
  • MassMutual Private Wealth & Trust first reported a position in Lithia Motors in Q3 2014 and has held it in 28 quarters since.
  • MassMutual Private Wealth & Trust's Lithia Motors position peaked at $274K in Q1 2015.
  • 152 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.