Raffa Wealth Management’s Lithia Motors LAD Stock Holding History

Raffa Wealth Management’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	Sell	2 -1	-33%	-$284	﹤0.01%	1166
2026 Q1	$749	Buy	3 +1	+50%	+$297	﹤0.01%	1007
2025 Q4	$665	Hold	2	–	–	﹤0.01%	1026
2025 Q3	$632	Buy	+2	New	+$645	﹤0.01%	1005
2017 Q3	–	Sell	-11	Closed	-$1.04K	–	336
2017 Q2	$1.04K	Hold	11	–	–	﹤0.01%	348
2017 Q1	$942	Buy	11 +6	+120%	+$582	﹤0.01%	332
2016 Q4	$484	Hold	5	–	–	﹤0.01%	771
2016 Q3	$478	Hold	5	–	–	﹤0.01%	746
2016 Q2	$355	Hold	5	–	–	﹤0.01%	804
2016 Q1	$437	Hold	5	–	–	﹤0.01%	734
2015 Q4	$533	Hold	5	–	–	﹤0.01%	667
2015 Q3	$541	Hold	5	–	–	﹤0.01%	630
2015 Q2	$566	Hold	5	–	–	﹤0.01%	640
2015 Q1	$497	Buy	+5	New	+$449	﹤0.01%	720

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Raffa Wealth Management's LAD Position: Q2 2026 in Review

Raffa Wealth Management reduced its Lithia Motors (LAD) stake by 33% in Q2 2026, selling an estimated $284 and leaving 2 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Raffa Wealth Management first reported a position in LAD in Q1 2015 and has held it in 14 quarters since. The position peaked at $1.04K in Q2 2017. 413 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Raffa Wealth Management held 2 shares of Lithia Motors worth $581 as of Q2 2026.
Raffa Wealth Management sold 1 Lithia Motors share in Q2 2026, an estimated $284.
Lithia Motors made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1166 holding.
Raffa Wealth Management first reported a position in Lithia Motors in Q1 2015 and has held it in 14 quarters since.
Raffa Wealth Management's Lithia Motors position peaked at $1.04K in Q2 2017.
413 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

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