Root Financial Partners
LAD icon

Root Financial Partners’s Lithia Motors LAD Stock Holding History

Root Financial Partners’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
Q3 		$75.9K Buy
+260
New +$90.6K ﹤0.01% 880
2026
Q2 		– Sell
-77
Closed -$19.2K – 1925
2026
Q1 		$19.2K Sell
77
-31
-29% -$9.21K ﹤0.01% 1337
2025
Q4 		$35.9K Buy
108
+11
+11% +$3.49K ﹤0.01% 856
2025
Q3 		$30.7K Buy
+97
New +$31.3K ﹤0.01% 879

Other funds holding LAD

Abrams Capital Management
Abrams Capital Management Boston, Massachusetts $4.81B AUM 10.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Root Financial Partners's LAD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lithia Motors (LAD) in Q3 2026: 260 shares worth $75.9K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LAD as recently as Q1 2026.

Root Financial Partners first reported a position in LAD in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Root Financial Partners held 260 shares of Lithia Motors worth $75.9K as of Q3 2026.
  • Lithia Motors was a new Root Financial Partners position in Q3 2026.
  • Lithia Motors made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #880 holding.
  • Root Financial Partners first reported a position in Lithia Motors in Q3 2025 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.