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Abacus Wealth Partners’s Lithia Motors LAD Stock Holding History

Abacus Wealth Partners’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 		$309K Sell
1,065
-141
-12% -$40.1K 0.03% 229
2026
Q1 		$301K Sell
1,206
-35
-3% -$10.4K 0.03% 359
2025
Q4 		$412K Buy
+1,241
New +$394K 0.04% 262

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Abacus Wealth Partners's LAD Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Lithia Motors (LAD) stake by 12% in Q2 2026, selling an estimated $40.1K and leaving 1,065 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #229.

Abacus Wealth Partners first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $412K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Abacus Wealth Partners held 1,065 shares of Lithia Motors worth $309K as of Q2 2026.
  • Abacus Wealth Partners sold 141 Lithia Motors shares in Q2 2026, an estimated $40.1K.
  • Lithia Motors made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Abacus Wealth Partners first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Lithia Motors position peaked at $412K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.