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 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%	-$99.6K	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

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Sendero Wealth Management's LAD Position: Q2 2026 in Review

Sendero Wealth Management reduced its Lithia Motors (LAD) stake by 1.1% in Q2 2026, selling an estimated $43.2K and leaving 14,069 shares worth $4.09M. The position accounts for 0.41% of the portfolio, ranked #44.

Sendero Wealth Management first reported a position in LAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.11M in Q2 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Sendero Wealth Management held 14,069 shares of Lithia Motors worth $4.09M as of Q2 2026.
Sendero Wealth Management sold 152 Lithia Motors shares in Q2 2026, an estimated $43.2K.
Lithia Motors made up 0.41% of Sendero Wealth Management's portfolio in Q2 2026, its #44 holding.
Sendero Wealth Management first reported a position in Lithia Motors in Q4 2023 and has held it in 11 quarters since.
Sendero Wealth Management's Lithia Motors position peaked at $5.11M in Q2 2025.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.