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Prestige Wealth Management Group’s Lithia Motors LAD Stock Holding History

Prestige Wealth Management Group’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
Q2 		$2.9K Buy
10
+1
+11% +$284 ﹤0.01% 704
2026
Q1 		$2.25K Buy
9
+1
+13% +$297 ﹤0.01% 718
2025
Q4 		$2.66K Hold
8
– – ﹤0.01% 707
2025
Q3 		$2.53K Hold
8
– – ﹤0.01% 694
2025
Q2 		$2.7K Hold
8
– – ﹤0.01% 680
2025
Q1 		$2.35K Hold
8
– – ﹤0.01% 707
2024
Q4 		$2.86K Hold
8
– – ﹤0.01% 710
2024
Q3 		$2.54K Hold
8
– – ﹤0.01% 731
2024
Q2 		$2.02K Hold
8
– – ﹤0.01% 713
2024
Q1 		$2.41K Hold
8
– – ﹤0.01% 710
2023
Q4 		$2.63K Hold
8
– – ﹤0.01% 699
2023
Q3 		$2.36K Hold
8
– – ﹤0.01% 699
2023
Q2 		$2.43K Sell
8
-2
-20% -$479 ﹤0.01% 728
2023
Q1 		$2.29K Sell
10
-11
-52% -$2.67K ﹤0.01% 722
2022
Q4 		$4.3K Buy
21
+13
+163% +$2.78K ﹤0.01% 652
2022
Q3 		$2K Hold
8
– – ﹤0.01% 744
2022
Q2 		$2K Hold
8
– – ﹤0.01% 757
2022
Q1 		$2K Hold
8
– – ﹤0.01% 776
2021
Q4 		$2K Hold
8
– – ﹤0.01% 799
2021
Q3 		$3K Hold
8
– – ﹤0.01% 736
2021
Q2 		$3K Hold
8
– – ﹤0.01% 732
2021
Q1 		$3K Hold
8
– – ﹤0.01% 723
2020
Q4 		$2K Hold
8
– – ﹤0.01% 763
2020
Q3 		$2K Hold
8
– – ﹤0.01% 685
2020
Q2 		$1K Sell
8
-2
-20% -$229 ﹤0.01% 795
2020
Q1 		$1K Buy
+10
New +$1.21K ﹤0.01% 781
2019
Q1 		– Sell
-10
Closed -$1K – 846
2018
Q4 		$1K Buy
+10
New +$791 ﹤0.01% 1054

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Prestige Wealth Management Group's LAD Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Lithia Motors (LAD) stake by 11% in Q2 2026, buying an estimated $284 and bringing the position to 10 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Prestige Wealth Management Group first reported a position in LAD in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.3K in Q4 2022. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Prestige Wealth Management Group held 10 shares of Lithia Motors worth $2.9K as of Q2 2026.
  • Prestige Wealth Management Group bought 1 Lithia Motors share in Q2 2026, an estimated $284.
  • Lithia Motors made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #704 holding.
  • Prestige Wealth Management Group first reported a position in Lithia Motors in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Lithia Motors position peaked at $4.3K in Q4 2022.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.