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Venturi Wealth Management’s Lithia Motors LAD Stock Holding History

Venturi 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
2025
Q3 		– Sell
-734
Closed -$248K – 585
2025
Q2 		$248K Sell
734
-405
-36% -$125K 0.01% 467
2025
Q1 		$334K Hold
1,139
– – 0.02% 418
2024
Q4 		$407K Buy
1,139
+291
+34% +$103K 0.02% 376
2024
Q3 		$269K Buy
848
+831
+4,888% +$232K 0.01% 406
2024
Q2 		$4.29K Buy
17
+3
+21% +$785 ﹤0.01% 1260
2024
Q1 		$4.21K Hold
14
– – ﹤0.01% 1126
2023
Q4 		$4.61K Hold
14
– – ﹤0.01% 1042
2023
Q3 		$4.13K Hold
14
– – ﹤0.01% 1029
2023
Q2 		$4.26K Hold
14
– – ﹤0.01% 786
2023
Q1 		$3.21K Buy
+14
New +$3.4K ﹤0.01% 920

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's LAD Position: Q3 2025 in Review

Venturi Wealth Management sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 734 shares — an estimated $248K sold.

Venturi Wealth Management first reported a position in LAD in Q1 2023 and held it in 10 quarters. The position peaked at $407K in Q4 2024. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Venturi Wealth Management reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 734 Lithia Motors shares in Q3 2025, an estimated $248K.
  • Venturi Wealth Management first reported a position in Lithia Motors in Q1 2023 and held it in 10 quarters.
  • Venturi Wealth Management's Lithia Motors position peaked at $407K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Venturi Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.