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OneDigital Investment Advisors’s Lithia Motors LAD Stock Holding History

OneDigital 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 		$429K Sell
1,717
-1,337
-44% -$397K ﹤0.01% 1006
2025
Q4 		$1.01M Buy
3,054
+755
+33% +$240K 0.01% 675
2025
Q3 		$726K Buy
+2,299
New +$742K 0.01% 771

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

OneDigital Investment Advisors's LAD Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Lithia Motors (LAD) stake by 44% in Q1 2026, selling an estimated $397K and leaving 1,717 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

OneDigital Investment Advisors first reported a position in LAD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • OneDigital Investment Advisors held 1,717 shares of Lithia Motors worth $429K as of Q1 2026.
  • OneDigital Investment Advisors sold 1,337 Lithia Motors shares in Q1 2026, an estimated $397K.
  • Lithia Motors made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1006 holding.
  • OneDigital Investment Advisors first reported a position in Lithia Motors in Q3 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's Lithia Motors position peaked at $1.01M in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.