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Retirement Wealth Solutions’s Lithia Motors LAD Stock Holding History

Retirement Wealth Solutions’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 		$8.43K Buy
29
+2
+7% +$568 ﹤0.01% 251
2026
Q1 		$6.74K Sell
27
-3
-10% -$891 ﹤0.01% 267
2025
Q4 		$9.97K Hold
30
– – 0.01% 223
2025
Q3 		$9.48K Sell
30
-1
-3% -$323 0.01% 235
2025
Q2 		$10.5K Hold
31
– – 0.01% 234
2025
Q1 		$9.1K Hold
31
– – 0.01% 234
2024
Q4 		$10.6K Buy
+31
New +$10.9K 0.01% 223

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

Retirement Wealth Solutions's LAD Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Lithia Motors (LAD) stake by 7.4% in Q2 2026, buying an estimated $568 and bringing the position to 29 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Retirement Wealth Solutions first reported a position in LAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6K in Q4 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Retirement Wealth Solutions held 29 shares of Lithia Motors worth $8.43K as of Q2 2026.
  • Retirement Wealth Solutions bought 2 Lithia Motors shares in Q2 2026, an estimated $568.
  • Lithia Motors made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #251 holding.
  • Retirement Wealth Solutions first reported a position in Lithia Motors in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Lithia Motors position peaked at $10.6K in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.