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Principal Securities’s Lithia Motors LAD Stock Holding History

Principal Securities’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
-44
Closed -$13.9K – 2567
2025
Q3 		$13.9K Sell
44
-1
-2% -$323 ﹤0.01% 2586
2025
Q2 		$15.2K Buy
45
+14
+45% +$4.33K ﹤0.01% 2451
2025
Q1 		$11.1K Hold
31
– – ﹤0.01% 2477
2024
Q4 		$11.1K Buy
31
+1
+3% +$352 ﹤0.01% 2473
2024
Q3 		$9.53K Sell
30
-7
-19% -$1.95K ﹤0.01% 2461
2024
Q2 		$9.34K Sell
37
-3
-8% -$785 ﹤0.01% 2424
2024
Q1 		$12K Sell
40
-18
-31% -$5.32K ﹤0.01% 2244
2023
Q4 		$19.1K Buy
+58
New +$15.9K ﹤0.01% 1941

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

Principal Securities's LAD Position: Q4 2025 in Review

Principal Securities sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 44 shares — an estimated $13.9K sold.

Principal Securities first reported a position in LAD in Q4 2023 and held it in 8 quarters. The position peaked at $19.1K in Q4 2023. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Principal Securities reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 44 Lithia Motors shares in Q4 2025, an estimated $13.9K.
  • Principal Securities first reported a position in Lithia Motors in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Lithia Motors position peaked at $19.1K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.