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WPG Advisers’s Lithia Motors LAD Stock Holding History

WPG Advisers’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 		$3.19K Hold
11
– – ﹤0.01% 1080
2026
Q1 		$2.75K Hold
11
– – ﹤0.01% 1019
2025
Q4 		$3.66K Hold
11
– – ﹤0.01% 984
2025
Q3 		$3.48K Hold
11
– – ﹤0.01% 1004
2025
Q2 		$3.72K Hold
11
– – ﹤0.01% 971
2025
Q1 		$3.23K Hold
11
– – ﹤0.01% 1002
2024
Q4 		$3.93K Buy
+11
New +$3.88K ﹤0.01% 892

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

WPG Advisers's LAD Position: Q2 2026 in Review

WPG Advisers held its Lithia Motors (LAD) position steady in Q2 2026 at 11 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

WPG Advisers first reported a position in LAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.93K in Q4 2024. 200 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • WPG Advisers held 11 shares of Lithia Motors worth $3.19K as of Q2 2026.
  • WPG Advisers left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1080 holding.
  • WPG Advisers first reported a position in Lithia Motors in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Lithia Motors position peaked at $3.93K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.