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Lithia Motors shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Lithia Motors (LAD) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Lithia Motors

Tip: Access up to 7 years of quarterly data

All positions including Lithia Motors held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lithia Motors by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 737 316.00
2025-06-30 $242k 716 337.99
2024-09-30 $232k 729 318.24
2024-03-31 $315k 1.0k 300.86
2023-12-31 $390k 1.2k 329.11
2023-09-30 $330k 1.1k 295.70

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Small (OASC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Expanded Tech (IGV)
Vaneck Etf Trust Clo Etf (CLOI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Southern Company (SO)
Ea Series Trust Tbg Dividend Foc (TBG)

View all positions for OneAscent Wealth Management

Top funds holding Lithia Motors

BlackRock
Vanguard Group
Abrams Capital Management
Harris Associates L.P
Dimensional Fund Advisors
State Street Corporation
River Road Asset Management
FMR
Lyrical Asset Management
Geode Capital Management
Morgan Stanley
Canada Pension Plan Investment Board
Hotchkis and Wiley Capital Management
Conifer Management
Omega Advisors

View all funds holding Lithia Motors