Waldron Private Wealth
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Waldron Private Wealth’s Lithia Motors LAD Stock Holding History

Waldron Private Wealth’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
Q3 		$265K Buy
+909
New +$317K 0.01% 302
2023
Q1 		– Sell
-3,885
Closed -$833K – 436
2022
Q4 		$833K Hold
3,885
– – 0.05% 176
2022
Q3 		$833K Sell
3,885
-19
-0.5% -$4.96K 0.05% 176
2022
Q2 		$1.07M Buy
3,904
+20
+0.5% +$5.83K 0.06% 161
2022
Q1 		$1.16M Buy
3,884
+3
+0.1% +$937 0.06% 166
2021
Q4 		$1.15M Buy
+3,881
New +$1.2M 0.06% 158

Other funds holding LAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Waldron Private Wealth's LAD Position: Q3 2026 in Review

Waldron Private Wealth opened a new position in Lithia Motors (LAD) in Q3 2026: 909 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: Waldron Private Wealth previously reported a position in LAD as recently as Q4 2022.

Waldron Private Wealth first reported a position in LAD in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.16M in Q1 2022. 262 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Waldron Private Wealth held 909 shares of Lithia Motors worth $265K as of Q3 2026.
  • Lithia Motors was a new Waldron Private Wealth position in Q3 2026.
  • Lithia Motors made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #302 holding.
  • Waldron Private Wealth first reported a position in Lithia Motors in Q4 2021 and has held it in 6 quarters since.
  • Waldron Private Wealth's Lithia Motors position peaked at $1.16M in Q1 2022.
  • 262 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.