Provenance Wealth Advisors’s Lithia Motors LAD Stock Holding History

Provenance Wealth Advisors’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	$1.45K	Hold	5	–	–	﹤0.01%	477
2026 Q1	$1.25K	Hold	5	–	–	﹤0.01%	389
2025 Q4	$1.66K	Hold	5	–	–	﹤0.01%	390
2025 Q3	$1.58K	Hold	5	–	–	﹤0.01%	409
2025 Q2	$1.69K	Hold	5	–	–	﹤0.01%	390
2025 Q1	$1.47K	Hold	5	–	–	﹤0.01%	431
2024 Q4	$1.79K	Hold	5	–	–	﹤0.01%	432
2024 Q3	$1.59K	Hold	5	–	–	﹤0.01%	489
2024 Q2	$1.26K	Hold	5	–	–	﹤0.01%	422
2024 Q1	$1.5K	Hold	5	–	–	﹤0.01%	439
2023 Q4	$1.65K	Hold	5	–	–	﹤0.01%	482
2023 Q3	$1.48K	Buy	+5	New	+$1.52K	﹤0.01%	348

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

Provenance Wealth Advisors's LAD Position: Q2 2026 in Review

Provenance Wealth Advisors held its Lithia Motors (LAD) position steady in Q2 2026 at 5 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Provenance Wealth Advisors first reported a position in LAD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.79K in Q4 2024. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Provenance Wealth Advisors held 5 shares of Lithia Motors worth $1.45K as of Q2 2026.
Provenance Wealth Advisors left its Lithia Motors share count unchanged in Q2 2026.
Lithia Motors made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #477 holding.
Provenance Wealth Advisors first reported a position in Lithia Motors in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Lithia Motors position peaked at $1.79K in Q4 2024.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.