VWA
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Valued Wealth Advisors’s Lithia Motors LAD Stock Holding History

Valued 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
Q2 		$3.78K Buy
13
+8
+160% +$2.27K ﹤0.01% 511
2026
Q1 		$1.25K Buy
5
+3
+150% +$891 ﹤0.01% 606
2025
Q4 		$668 Hold
2
– – ﹤0.01% 510
2025
Q3 		$634 Hold
2
– – ﹤0.01% 501
2025
Q2 		$677 Hold
2
– – ﹤0.01% 491
2025
Q1 		$588 Hold
2
– – ﹤0.01% 538
2024
Q4 		$715 Hold
2
– – ﹤0.01% 515
2024
Q3 		$636 Hold
2
– – ﹤0.01% 515
2024
Q2 		$505 Hold
2
– – ﹤0.01% 499
2024
Q1 		$602 Buy
+2
New +$591 ﹤0.01% 485

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
RWC
Rare Wolf Capital Bellevue, Washington $156M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Valued Wealth Advisors's LAD Position: Q2 2026 in Review

Valued Wealth Advisors increased its Lithia Motors (LAD) stake by 160% in Q2 2026, buying an estimated $2.27K and bringing the position to 13 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Valued Wealth Advisors first reported a position in LAD in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Valued Wealth Advisors held 13 shares of Lithia Motors worth $3.78K as of Q2 2026.
  • Valued Wealth Advisors bought 8 Lithia Motors shares in Q2 2026, an estimated $2.27K.
  • Lithia Motors made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #511 holding.
  • Valued Wealth Advisors first reported a position in Lithia Motors in Q1 2024 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.