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Winnow Wealth’s Lithia Motors LAD Stock Holding History

Winnow 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
Q1 		– Sell
-26
Closed -$8.66K – 362
2025
Q4 		$8.66K Sell
26
-121
-82% -$38.4K 0.01% 235
2025
Q3 		$46.5K Buy
+147
New +$47.4K 0.04% 173
2025
Q2 		– Sell
-2,499
Closed -$733K – 449
2025
Q1 		$733K Buy
2,499
+431
+21% +$147K 0.68% 60
2024
Q4 		$671K Buy
+2,068
New +$728K 0.67% 50

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T 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 $34.3B AUM 22.63% 1-Year Est. Return

Winnow Wealth's LAD Position: Q1 2026 in Review

Winnow Wealth sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 26 shares — an estimated $8.66K sold.

Winnow Wealth first reported a position in LAD in Q4 2024 and held it in 4 quarters. The position peaked at $733K in Q1 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Winnow Wealth reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 26 Lithia Motors shares in Q1 2026, an estimated $8.66K.
  • Winnow Wealth first reported a position in Lithia Motors in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Lithia Motors position peaked at $733K in Q1 2025.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.