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Vermillion Wealth Management’s Lithia Motors LAD Stock Holding History

Vermillion 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 		– Sell
-1
Closed -$250 – 2027
2026
Q1 		$250 Buy
+1
New +$297 ﹤0.01% 1250

Other funds holding LAD

ACM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

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

Vermillion Wealth Management sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 1 share — an estimated $250 sold.

Vermillion Wealth Management first reported a position in LAD in Q1 2026 and held it in 1 quarter. The position peaked at $250 in Q1 2026. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 1 Lithia Motors share in Q2 2026, an estimated $250.
  • Vermillion Wealth Management first reported a position in Lithia Motors in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's Lithia Motors position peaked at $250 in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.