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Moneta Group Investment Advisors’s Lithia Motors LAD Stock Holding History

Moneta Group Investment Advisors’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
Q1 		– Sell
-644
Closed -$214K – 838
2025
Q4 		$214K Sell
644
-36
-5% -$11.4K ﹤0.01% 759
2025
Q3 		$215K Buy
680
+6
+0.9% +$1.94K ﹤0.01% 733
2025
Q2 		$228K Buy
+674
New +$208K ﹤0.01% 632
2025
Q1 		– Sell
-674
Closed -$241K – 688
2024
Q4 		$241K Sell
674
-4
-0.6% -$1.41K ﹤0.01% 587
2024
Q3 		$215K Buy
+678
New +$189K ﹤0.01% 604
2024
Q2 		– Sell
-860
Closed -$259K – 621
2024
Q1 		$259K Buy
860
+37
+4% +$10.9K ﹤0.01% 525
2023
Q4 		$271K Buy
823
+5
+0.6% +$1.37K 0.01% 468
2023
Q3 		$242K Sell
818
-48
-6% -$14.6K 0.01% 447
2023
Q2 		$263K Buy
+866
New +$207K 0.01% 448

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Moneta Group Investment Advisors's LAD Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 644 shares — an estimated $214K sold.

Moneta Group Investment Advisors first reported a position in LAD in Q2 2023 and held it in 9 quarters. The position peaked at $271K in Q4 2023. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 644 Lithia Motors shares in Q1 2026, an estimated $214K.
  • Moneta Group Investment Advisors first reported a position in Lithia Motors in Q2 2023 and held it in 9 quarters.
  • Moneta Group Investment Advisors's Lithia Motors position peaked at $271K in Q4 2023.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.