Sendero Wealth Management
LAD icon

Sendero Wealth Management’s Lithia Motors LAD Stock Holding History

Sendero 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
Q3 		$3.69M Sell
12,632
-1,437
-10% -$501K 0.37% 44
2026
Q2 		$4.09M Sell
14,069
-152
-1% -$43.2K 0.41% 44
2026
Q1 		$3.55M Sell
14,221
-215
-1% -$63.9K 0.39% 47
2025
Q4 		$4.8M Sell
14,436
-558
-4% -$177K 0.53% 39
2025
Q3 		$4.74M Sell
14,994
-146
-1% -$47.1K 0.56% 37
2025
Q2 		$5.11M Sell
15,140
-322
-2% -$100K 0.64% 37
2025
Q1 		$4.54M Buy
15,462
+1,824
+13% +$621K 0.63% 35
2024
Q4 		$4.87M Buy
13,638
+604
+5% +$213K 0.73% 32
2024
Q3 		$4.14M Buy
13,034
+2,233
+21% +$622K 0.65% 32
2024
Q2 		$2.73M Sell
10,801
-1,148
-10% -$301K 0.46% 44
2024
Q1 		$3.59M Buy
11,949
+1,617
+16% +$478K 0.62% 32
2023
Q4 		$3.4M Buy
+10,332
New +$2.83M 0.64% 33

Other funds holding LAD

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Rare Wolf Capital
Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return

Sendero Wealth Management's LAD Position: Q3 2026 in Review

Sendero Wealth Management reduced its Lithia Motors (LAD) stake by 10% in Q3 2026, selling an estimated $501K and leaving 12,632 shares worth $3.69M. The position accounts for 0.37% of the portfolio, ranked #44.

Sendero Wealth Management first reported a position in LAD in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.11M in Q2 2025. 77 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Sendero Wealth Management held 12,632 shares of Lithia Motors worth $3.69M as of Q3 2026.
  • Sendero Wealth Management sold 1,437 Lithia Motors shares in Q3 2026, an estimated $501K.
  • Lithia Motors made up 0.37% of Sendero Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Sendero Wealth Management first reported a position in Lithia Motors in Q4 2023 and has held it in 12 quarters since.
  • Sendero Wealth Management's Lithia Motors position peaked at $5.11M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.