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Principia Wealth Advisory’s Lithia Motors LAD Stock Holding History

Principia Wealth Advisory’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 		– Sell
-2
Closed -$608 – 979
2025
Q1 		$608 Buy
+2
New +$681 ﹤0.01% 523

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

Principia Wealth Advisory's LAD Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 2 shares — an estimated $608 sold.

Principia Wealth Advisory first reported a position in LAD in Q1 2025 and held it in 1 quarter. The position peaked at $608 in Q1 2025. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 2 Lithia Motors shares in Q2 2025, an estimated $608.
  • Principia Wealth Advisory first reported a position in Lithia Motors in Q1 2025 and held it in 1 quarter.
  • Principia Wealth Advisory's Lithia Motors position peaked at $608 in Q1 2025.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.