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

Private 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 		$581 Hold
2
– – ﹤0.01% 1398
2026
Q1 		$500 Hold
2
– – ﹤0.01% 1374
2025
Q4 		$665 Hold
2
– – ﹤0.01% 1349
2025
Q3 		$632 Hold
2
– – ﹤0.01% 1387
2025
Q2 		$676 Hold
2
– – ﹤0.01% 1361
2025
Q1 		$588 Hold
2
– – ﹤0.01% 1372
2024
Q4 		$715 Hold
2
– – ﹤0.01% 1377
2024
Q3 		$636 Hold
2
– – ﹤0.01% 1386
2024
Q2 		$505 Sell
2
-5
-71% -$1.31K ﹤0.01% 1449
2024
Q1 		$2.11K Hold
7
– – ﹤0.01% 940
2023
Q4 		$2.31K Buy
+7
New +$1.92K ﹤0.01% 922

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

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

Private Wealth Management Group held its Lithia Motors (LAD) position steady in Q2 2026 at 2 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Private Wealth Management Group first reported a position in LAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.31K in Q4 2023. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Private Wealth Management Group held 2 shares of Lithia Motors worth $581 as of Q2 2026.
  • Private Wealth Management Group left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1398 holding.
  • Private Wealth Management Group first reported a position in Lithia Motors in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Lithia Motors position peaked at $2.31K in Q4 2023.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

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