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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
2026
Q2 		$581 Buy
2
+1
+100% +$284 ﹤0.01% 867
2026
Q1 		$250 Buy
+1
New +$297 ﹤0.01% 939
2025
Q2 		– Sell
-2
Closed -$608 – 979
2025
Q1 		$608 Buy
+2
New +$681 ﹤0.01% 523

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

Principia Wealth Advisory's LAD Position: Q2 2026 in Review

Principia Wealth Advisory increased its Lithia Motors (LAD) stake by 100% in Q2 2026, buying an estimated $284 and bringing the position to 2 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Principia Wealth Advisory first reported a position in LAD in Q1 2025 and has held it in 3 quarters since. The position peaked at $608 in Q1 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Lithia Motors worth $581 as of Q2 2026.
  • Principia Wealth Advisory bought 1 Lithia Motors share in Q2 2026, an estimated $284.
  • Lithia Motors made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #867 holding.
  • Principia Wealth Advisory first reported a position in Lithia Motors in Q1 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Lithia Motors position peaked at $608 in Q1 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.