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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
Q2 		$838K Sell
2,886
-311
-10% -$88.4K 0.01% 881
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

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Vise Technologies's LAD Position: Q2 2026 in Review

Vise Technologies reduced its Lithia Motors (LAD) stake by 9.7% in Q2 2026, selling an estimated $88.4K and leaving 2,886 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #881.

Vise Technologies first reported a position in LAD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2026. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Vise Technologies held 2,886 shares of Lithia Motors worth $838K as of Q2 2026.
  • Vise Technologies sold 311 Lithia Motors shares in Q2 2026, an estimated $88.4K.
  • Lithia Motors made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #881 holding.
  • Vise Technologies first reported a position in Lithia Motors in Q4 2024 and has held it in 6 quarters since.
  • Vise Technologies's Lithia Motors position peaked at $1.06M in Q1 2026.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.