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Rise Advisors’s Lithia Motors LAD Stock Holding History

Rise 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
2025
Q4 		– Sell
-149
Closed -$47.1K – 828
2025
Q3 		$47.1K Hold
149
– – 0.02% 265
2025
Q2 		$50.3K Hold
149
– – 0.02% 233
2025
Q1 		$43.7K Sell
149
-43
-22% -$14.6K 0.02% 249
2024
Q4 		$68.5K Buy
192
+1
+0.5% +$352 0.03% 182
2024
Q3 		$60.8K Hold
191
– – 0.03% 206
2024
Q2 		$48.2K Hold
191
– – 0.03% 240
2024
Q1 		$57.4K Buy
191
+85
+80% +$25.1K 0.03% 211
2023
Q4 		$35K Hold
106
– – 0.02% 197
2023
Q3 		$31.4K Buy
+106
New +$32.3K 0.02% 184

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Rise Advisors's LAD Position: Q4 2025 in Review

Rise Advisors sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 149 shares — an estimated $47.1K sold.

Rise Advisors first reported a position in LAD in Q3 2023 and held it in 9 quarters. The position peaked at $68.5K in Q4 2024. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Rise Advisors reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 149 Lithia Motors shares in Q4 2025, an estimated $47.1K.
  • Rise Advisors first reported a position in Lithia Motors in Q3 2023 and held it in 9 quarters.
  • Rise Advisors's Lithia Motors position peaked at $68.5K in Q4 2024.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.