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Parkworth Wealth Management’s Lithia Motors LAD Stock Holding History

Parkworth 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
Q2 		$338 Hold
1
– – ﹤0.01% 754
2025
Q1 		$294 Hold
1
– – ﹤0.01% 603
2024
Q4 		$357 Buy
+1
New +$352 ﹤0.01% 541

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's LAD Position: Q2 2025 in Review

Parkworth Wealth Management held its Lithia Motors (LAD) position steady in Q2 2025 at 1 share worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Parkworth Wealth Management first reported a position in LAD in Q4 2024 and has held it in 3 quarters since. The position peaked at $357 in Q4 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Lithia Motors worth $338 as of Q2 2025.
  • Parkworth Wealth Management left its Lithia Motors share count unchanged in Q2 2025.
  • Lithia Motors made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #754 holding.
  • Parkworth Wealth Management first reported a position in Lithia Motors in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Lithia Motors position peaked at $357 in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.