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Nicolet Advisory Services’s Lithia Motors LAD Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$287K Buy
867
+160
+23% +$50.8K 0.02% 336
2025
Q3 		$215K Buy
+707
New +$228K 0.02% 380

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Nicolet Advisory Services's LAD Position: Q4 2025 in Review

Nicolet Advisory Services increased its Lithia Motors (LAD) stake by 23% in Q4 2025, buying an estimated $50.8K and bringing the position to 867 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #336.

Nicolet Advisory Services first reported a position in LAD in Q3 2025 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Nicolet Advisory Services held 867 shares of Lithia Motors worth $287K as of Q4 2025.
  • Nicolet Advisory Services bought 160 Lithia Motors shares in Q4 2025, an estimated $50.8K.
  • Lithia Motors made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #336 holding.
  • Nicolet Advisory Services first reported a position in Lithia Motors in Q3 2025 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.