RWM
LAD icon

Rialto Wealth Management’s Lithia Motors LAD Stock Holding History

Rialto 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 		$3.78K Buy
13
+11
+550% +$3.13K ﹤0.01% 866
2026
Q1 		$500 Sell
2
-2
-50% -$594 ﹤0.01% 1386
2025
Q4 		$1.33K Sell
4
-1
-20% -$318 ﹤0.01% 904
2025
Q3 		$1.58K Buy
5
+1
+25% +$323 ﹤0.01% 743
2025
Q2 		$1.35K Buy
+4
New +$1.24K ﹤0.01% 728

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

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

Rialto Wealth Management increased its Lithia Motors (LAD) stake by 550% in Q2 2026, buying an estimated $3.13K and bringing the position to 13 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Rialto Wealth Management first reported a position in LAD in Q2 2025 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Rialto Wealth Management held 13 shares of Lithia Motors worth $3.78K as of Q2 2026.
  • Rialto Wealth Management bought 11 Lithia Motors shares in Q2 2026, an estimated $3.13K.
  • Lithia Motors made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #866 holding.
  • Rialto Wealth Management first reported a position in Lithia Motors in Q2 2025 and has held it in 5 quarters since.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.