WI
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WBI Investments’s Lithia Motors LAD Stock Holding History

WBI Investments’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
2025
Q4 		– Sell
-737
Closed -$233K – 354
2025
Q3 		$233K Buy
737
+18
+3% +$5.81K 0.06% 283
2025
Q2 		$243K Buy
+719
New +$222K 0.06% 228
2019
Q3 		– Sell
-20,302
Closed -$2.41M – 250
2019
Q2 		$2.41M Sell
20,302
-18,630
-48% -$2.06M 0.21% 107
2019
Q1 		$3.61M Buy
+38,932
New +$3.39M 0.28% 77
2018
Q3 		– Sell
-21,312
Closed -$2.02M – 296
2018
Q2 		$2.02M Buy
+21,312
New +$2.11M 0.11% 126
2016
Q4 		– Sell
-28,504
Closed -$2.72M – 345
2016
Q3 		$2.72M Buy
+28,504
New +$2.4M 0.1% 129

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

WBI Investments's LAD Position: Q4 2025 in Review

WBI Investments sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 737 shares — an estimated $233K sold.

WBI Investments first reported a position in LAD in Q3 2016 and held it in 6 quarters. The position peaked at $3.61M in Q1 2019. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • WBI Investments reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 737 Lithia Motors shares in Q4 2025, an estimated $233K.
  • WBI Investments first reported a position in Lithia Motors in Q3 2016 and held it in 6 quarters.
  • WBI Investments's Lithia Motors position peaked at $3.61M in Q1 2019.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.