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OneAscent Wealth Management’s Lithia Motors LAD Stock Holding History

OneAscent 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
2025
Q4 		– Sell
-737
Closed -$233K – 176
2025
Q3 		$233K Buy
737
+21
+3% +$6.77K 0.08% 158
2025
Q2 		$242K Buy
+716
New +$221K 0.09% 142
2024
Q4 		– Sell
-729
Closed -$232K – 177
2024
Q3 		$232K Buy
+729
New +$203K 0.09% 162
2024
Q2 		– Sell
-1,047
Closed -$315K – 138
2024
Q1 		$315K Sell
1,047
-138
-12% -$40.8K 0.12% 124
2023
Q4 		$390K Buy
1,185
+69
+6% +$18.9K 0.16% 87
2023
Q3 		$330K Buy
+1,116
New +$340K 0.15% 99

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

OneAscent Wealth Management's LAD Position: Q4 2025 in Review

OneAscent Wealth Management sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 737 shares — an estimated $233K sold.

OneAscent Wealth Management first reported a position in LAD in Q3 2023 and held it in 6 quarters. The position peaked at $390K in Q4 2023. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • OneAscent Wealth Management reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 737 Lithia Motors shares in Q4 2025, an estimated $233K.
  • OneAscent Wealth Management first reported a position in Lithia Motors in Q3 2023 and held it in 6 quarters.
  • OneAscent Wealth Management's Lithia Motors position peaked at $390K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on OneAscent Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.