Pathstone Holdings
LAD icon

Pathstone Holdings’s Lithia Motors LAD Stock Holding History

Pathstone Holdings’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 		$707K Sell
2,833
-447
-14% -$133K ﹤0.01% 1581
2025
Q4 		$1.09M Buy
3,280
+619
+23% +$197K ﹤0.01% 1365
2025
Q3 		$841K Sell
2,661
-72
-3% -$23.2K ﹤0.01% 1521
2025
Q2 		$923K Sell
2,733
-15
-0.5% -$4.64K ﹤0.01% 1441
2025
Q1 		$807K Sell
2,748
-130
-5% -$44.3K ﹤0.01% 1488
2024
Q4 		$1.03M Sell
2,878
-162
-5% -$57.1K ﹤0.01% 1356
2024
Q3 		$966K Sell
3,040
-21
-0.7% -$5.85K ﹤0.01% 1386
2024
Q2 		$773K Buy
3,061
+34
+1% +$8.9K ﹤0.01% 1459
2024
Q1 		$911K Sell
3,027
-314
-9% -$92.8K ﹤0.01% 1333
2023
Q4 		$1.1M Buy
+3,341
New +$917K 0.01% 1034

Other funds holding LAD

BlackRock
BlackRock New York $5.7T 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 $74.9B 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 $8.82B AUM 7.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return