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Prospera Financial Services’s Lithia Motors LAD Stock Holding History

Prospera Financial Services’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 		$1.47M Sell
5,069
-65
-1% -$18.5K 0.02% 610
2026
Q1 		$1.28M Buy
5,134
+265
+5% +$78.7K 0.02% 624
2025
Q4 		$1.62M Sell
4,869
-409
-8% -$130K 0.03% 533
2025
Q3 		$1.67M Sell
5,278
-721
-12% -$233K 0.03% 524
2025
Q2 		$2.03M Buy
5,999
+3,279
+121% +$1.01M 0.04% 461
2025
Q1 		$798K Buy
+2,720
New +$926K 0.02% 625
2023
Q2 		– Sell
-1,867
Closed -$427K – 1050
2023
Q1 		$427K Sell
1,867
-14
-0.7% -$3.4K 0.02% 662
2022
Q4 		$385K Buy
1,881
+18
+1% +$3.85K 0.02% 606
2022
Q3 		$400K Buy
1,863
+111
+6% +$29K 0.02% 587
2022
Q2 		$481K Buy
1,752
+9
+0.5% +$2.62K 0.02% 524
2022
Q1 		$523K Buy
+1,743
New +$544K 0.02% 587

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

Prospera Financial Services's LAD Position: Q2 2026 in Review

Prospera Financial Services reduced its Lithia Motors (LAD) stake by 1.3% in Q2 2026, selling an estimated $18.5K and leaving 5,069 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #610.

Prospera Financial Services first reported a position in LAD in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.03M in Q2 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Prospera Financial Services held 5,069 shares of Lithia Motors worth $1.47M as of Q2 2026.
  • Prospera Financial Services sold 65 Lithia Motors shares in Q2 2026, an estimated $18.5K.
  • Lithia Motors made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #610 holding.
  • Prospera Financial Services first reported a position in Lithia Motors in Q1 2022 and has held it in 11 quarters since.
  • Prospera Financial Services's Lithia Motors position peaked at $2.03M in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.