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Waverly Advisors’s Lithia Motors LAD Stock Holding History

Waverly Advisors’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 		$1.17M Buy
4,038
+195
+5% +$55.4K 0.01% 833
2026
Q1 		$960K Sell
3,843
-32
-0.8% -$9.51K 0.01% 846
2025
Q4 		$1.29M Sell
3,875
-64
-2% -$20.3K 0.01% 694
2025
Q3 		$1.24M Sell
3,939
-18
-0.5% -$5.81K 0.01% 591
2025
Q2 		$1.34M Sell
3,957
-6
-0.2% -$1.86K 0.01% 561
2025
Q1 		$1.16M Buy
3,963
+36
+0.9% +$12.3K 0.01% 576
2024
Q4 		$1.4M Buy
3,927
+90
+2% +$31.7K 0.02% 454
2024
Q3 		$1.22M Buy
3,837
+416
+12% +$116K 0.02% 414
2024
Q2 		$864K Buy
3,421
+521
+18% +$136K 0.02% 459
2024
Q1 		$872K Buy
2,900
+12
+0.4% +$3.55K 0.02% 391
2023
Q4 		$951K Buy
+2,888
New +$792K 0.04% 229

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

Waverly Advisors's LAD Position: Q2 2026 in Review

Waverly Advisors increased its Lithia Motors (LAD) stake by 5.1% in Q2 2026, buying an estimated $55.4K and bringing the position to 4,038 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #833.

Waverly Advisors first reported a position in LAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2024. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Waverly Advisors held 4,038 shares of Lithia Motors worth $1.17M as of Q2 2026.
  • Waverly Advisors bought 195 Lithia Motors shares in Q2 2026, an estimated $55.4K.
  • Lithia Motors made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #833 holding.
  • Waverly Advisors first reported a position in Lithia Motors in Q4 2023 and has held it in 11 quarters since.
  • Waverly Advisors's Lithia Motors position peaked at $1.4M in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.