True Wealth Design
LAD icon

True Wealth Design’s Lithia Motors LAD Stock Holding History

True Wealth Design’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 		$15.8K Buy
54
+31
+135% +$10.8K ﹤0.01% 906
2026
Q2 		$6.68K Buy
+23
New +$6.54K ﹤0.01% 1207
2026
Q1 		– Sell
-10
Closed -$3.32K – 2780
2025
Q4 		$3.32K Sell
10
-4
-29% -$1.27K ﹤0.01% 1252
2025
Q3 		$4.42K Buy
14
+10
+250% +$3.23K ﹤0.01% 1124
2025
Q2 		$1.35K Buy
4
+2
+100% +$619 ﹤0.01% 1344
2025
Q1 		$588 Buy
+2
New +$681 ﹤0.01% 1482

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
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
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Rare Wolf Capital
Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

True Wealth Design's LAD Position: Q3 2026 in Review

True Wealth Design increased its Lithia Motors (LAD) stake by 135% in Q3 2026, buying an estimated $10.8K and bringing the position to 54 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

True Wealth Design first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • True Wealth Design held 54 shares of Lithia Motors worth $15.8K as of Q3 2026.
  • True Wealth Design bought 31 Lithia Motors shares in Q3 2026, an estimated $10.8K.
  • Lithia Motors made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #906 holding.
  • True Wealth Design first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
  • 60 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.