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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
Q3 		$584 Hold
2
– – ﹤0.01% 1422
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 		$2.3K Buy
+7
New +$1.92K ﹤0.01% 922

Other funds holding LAD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Wealth Management Group's LAD Position: Q3 2026 in Review

Private Wealth Management Group held its Lithia Motors (LAD) position steady in Q3 2026 at 2 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Private Wealth Management Group first reported a position in LAD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.3K in Q4 2023. 205 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Private Wealth Management Group held 2 shares of Lithia Motors worth $584 as of Q3 2026.
  • Private Wealth Management Group left its Lithia Motors share count unchanged in Q3 2026.
  • Lithia Motors made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1422 holding.
  • Private Wealth Management Group first reported a position in Lithia Motors in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's Lithia Motors position peaked at $2.3K in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.