NewEdge Advisors’s Lithia Motors LAD Stock Holding History

NewEdge 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 Q2	$19K	Hold	65	–	–	﹤0.01%	3379
2026 Q1	$16.3K	Hold	65	–	–	﹤0.01%	3258
2025 Q4	$21.6K	Hold	65	–	–	﹤0.01%	3234
2025 Q3	$20.5K	Hold	65	–	–	﹤0.01%	3114
2025 Q2	$21.9K	Sell	65 -1	-2%	-$309	﹤0.01%	2922
2025 Q1	$19.3K	Hold	66	–	–	﹤0.01%	2880
2024 Q4	$23.5K	Hold	66	–	–	﹤0.01%	2764
2024 Q3	$20.8K	Sell	66 -785	-92%	-$219K	﹤0.01%	2705
2024 Q2	$215K	Sell	851 -242	-22%	-$63.3K	﹤0.01%	1882
2024 Q1	$329K	Sell	1,093 -257	-19%	-$76K	﹤0.01%	1594
2023 Q4	$413K	Buy	1,350 +227	+20%	+$62.3K	﹤0.01%	1382
2023 Q3	$332K	Sell	1,123 -279	-20%	-$85K	﹤0.01%	1375
2023 Q2	$426K	Sell	1,402 -13	-0.9%	-$3.11K	﹤0.01%	1266
2023 Q1	$324K	Sell	1,415 -23	-2%	-$5.59K	﹤0.01%	1339
2022 Q4	$290K	Buy	1,438 +348	+32%	+$74.4K	0.01%	1021
2022 Q3	$234K	Buy	1,090 +25	+2%	+$6.53K	﹤0.01%	1310
2022 Q2	$293K	Buy	+1,065	New	+$310K	﹤0.01%	1226
2017 Q3	–	Sell	-90	Closed	-$8.03K	–	777
2017 Q2	$8.03K	Buy	+90	New	+$8.13K	﹤0.01%	1036

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

NewEdge Advisors's LAD Position: Q2 2026 in Review

NewEdge Advisors held its Lithia Motors (LAD) position steady in Q2 2026 at 65 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3379.

NewEdge Advisors first reported a position in LAD in Q2 2017 and has held it in 18 quarters since. The position peaked at $426K in Q2 2023. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

NewEdge Advisors held 65 shares of Lithia Motors worth $19K as of Q2 2026.
NewEdge Advisors left its Lithia Motors share count unchanged in Q2 2026.
Lithia Motors made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3379 holding.
NewEdge Advisors first reported a position in Lithia Motors in Q2 2017 and has held it in 18 quarters since.
NewEdge Advisors's Lithia Motors position peaked at $426K in Q2 2023.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.