Private Advisor Group’s Lithia Motors LAD Stock Holding History

Private Advisor 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	$278K	Buy	956 +103	+12%	+$29.3K	﹤0.01%	2162
2026 Q1	$213K	Buy	853 +15	+2%	+$4.46K	﹤0.01%	2422
2025 Q4	$278K	Buy	838 +81	+11%	+$25.7K	﹤0.01%	2208
2025 Q3	$239K	Buy	757 +60	+9%	+$19.4K	﹤0.01%	2228
2025 Q2	$235K	Sell	697 -72	-9%	-$22.3K	﹤0.01%	2129
2025 Q1	$226K	Buy	+769	New	+$262K	﹤0.01%	2038
2014 Q4	–	Sell	-2,810	Closed	-$213K	–	1171
2014 Q3	$213K	Buy	2,810 +379	+16%	+$33.5K	0.01%	826
2014 Q2	$229K	Buy	+2,431	New	+$186K	0.02%	745

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Private Advisor Group's LAD Position: Q2 2026 in Review

Private Advisor Group increased its Lithia Motors (LAD) stake by 12% in Q2 2026, buying an estimated $29.3K and bringing the position to 956 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Private Advisor Group first reported a position in LAD in Q2 2014 and has held it in 8 quarters since. The position peaked at $278K in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Private Advisor Group held 956 shares of Lithia Motors worth $278K as of Q2 2026.
Private Advisor Group bought 103 Lithia Motors shares in Q2 2026, an estimated $29.3K.
Lithia Motors made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2162 holding.
Private Advisor Group first reported a position in Lithia Motors in Q2 2014 and has held it in 8 quarters since.
Private Advisor Group's Lithia Motors position peaked at $278K in Q4 2025.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.