AlphaGrep UK’s Lithia Motors LAD Stock Holding History

AlphaGrep UK’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	–	Sell	-2,264	Closed	-$565K	–	846
2026 Q1	$565K	Buy	2,264 +1,621	+252%	+$482K	0.16%	189
2025 Q4	$214K	Buy	+643	New	+$204K	0.07%	600

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

AlphaGrep UK's LAD Position: Q2 2026 in Review

AlphaGrep UK sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 2,264 shares — an estimated $565K sold.

AlphaGrep UK first reported a position in LAD in Q4 2025 and held it in 2 quarters. The position peaked at $565K in Q1 2026. 413 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

AlphaGrep UK reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
AlphaGrep UK sold 2,264 Lithia Motors shares in Q2 2026, an estimated $565K.
AlphaGrep UK first reported a position in Lithia Motors in Q4 2025 and held it in 2 quarters.
AlphaGrep UK's Lithia Motors position peaked at $565K in Q1 2026.
413 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.