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Wealthspire Advisors (New York)’s Lithia Motors LAD Stock Holding History

Wealthspire Advisors (New York)’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
-66
Closed -$20.9K – 2045
2025
Q3 		$20.9K Buy
+66
New +$21.3K ﹤0.01% 1666

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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s LAD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 66 shares — an estimated $20.9K sold.

Wealthspire Advisors (New York) first reported a position in LAD in Q3 2025 and held it in 1 quarter. The position peaked at $20.9K in Q3 2025. 480 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 66 Lithia Motors shares in Q4 2025, an estimated $20.9K.
  • Wealthspire Advisors (New York) first reported a position in Lithia Motors in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Lithia Motors position peaked at $20.9K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.