SAG
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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
2025
Q4 		$64.5K Buy
+194
New +$61.6K ﹤0.01% 976

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

SageView Advisory Group's LAD Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Lithia Motors (LAD) in Q4 2025: 194 shares worth $64.5K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings.

478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • SageView Advisory Group held 194 shares of Lithia Motors worth $64.5K as of Q4 2025.
  • Lithia Motors was a new SageView Advisory Group position in Q4 2025.
  • Lithia Motors made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #976 holding.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.