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SageView Advisory Group’s Lithia Motors LAD Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-194
Closed -$64.5K – 1604
2025
Q4 		$64.5K Buy
+194
New +$61.6K ﹤0.01% 976

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 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 $34.3B AUM 22.63% 1-Year Est. Return

SageView Advisory Group's LAD Position: Q1 2026 in Review

SageView Advisory Group sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 194 shares — an estimated $64.5K sold.

SageView Advisory Group first reported a position in LAD in Q4 2025 and held it in 1 quarter. The position peaked at $64.5K in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • SageView Advisory Group reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 194 Lithia Motors shares in Q1 2026, an estimated $64.5K.
  • SageView Advisory Group first reported a position in Lithia Motors in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Lithia Motors position peaked at $64.5K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.