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Vise Technologies’s Lithia Motors LAD Stock Holding History

Vise Technologies’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 		$1.06M Hold
3,197
– – 0.02% 567
2025
Q4 		$1.06M Buy
3,197
+64
+2% +$20.3K 0.02% 571
2025
Q3 		$990K Buy
3,133
+7
+0.2% +$2.26K 0.04% 429
2025
Q2 		$1.06M Buy
+3,126
New +$967K 0.04% 422
2024
Q4 		$271K Buy
+758
New +$267K 0.02% 634

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

Vise Technologies's LAD Position: Q1 2026 in Review

Vise Technologies held its Lithia Motors (LAD) position steady in Q1 2026 at 3,197 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #567.

Vise Technologies first reported a position in LAD in Q4 2024 and has held it in 5 quarters since. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Vise Technologies held 3,197 shares of Lithia Motors worth $1.06M as of Q1 2026.
  • Vise Technologies left its Lithia Motors share count unchanged in Q1 2026.
  • Lithia Motors made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #567 holding.
  • Vise Technologies first reported a position in Lithia Motors in Q4 2024 and has held it in 5 quarters since.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.