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Twin Peaks Wealth Advisors’s Lithia Motors LAD Stock Holding History

Twin Peaks Wealth Advisors’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 		$4.75K Buy
+19
New +$5.64K ﹤0.01% 1415
2025
Q3 		– Sell
-9
Closed -$2.71K – 1234
2025
Q2 		$2.71K Buy
+9
New +$2.78K ﹤0.01% 1536

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Twin Peaks Wealth Advisors's LAD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Lithia Motors (LAD) in Q1 2026: 19 shares worth $4.75K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LAD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LAD in Q2 2025 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 19 shares of Lithia Motors worth $4.75K as of Q1 2026.
  • Lithia Motors was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Lithia Motors made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1415 holding.
  • Twin Peaks Wealth Advisors first reported a position in Lithia Motors in Q2 2025 and has held it in 2 quarters since.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.