Altshuler Shaham’s Lithia Motors LAD Stock Holding History

Altshuler Shaham’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	$32K	Buy	110 +8	+8%	+$2.27K	﹤0.01%	259
2026 Q1	$25.5K	Buy	102 +28	+38%	+$8.32K	﹤0.01%	229
2025 Q4	$24.6K	Buy	74 +9	+14%	+$2.86K	﹤0.01%	203
2025 Q3	$20.5K	Buy	65 +9	+16%	+$2.9K	﹤0.01%	199
2025 Q2	$18.9K	Buy	+56	New	+$17.3K	﹤0.01%	177
2022 Q4	–	Sell	-427	Closed	-$92K	–	540
2022 Q3	$92K	Sell	427 -50	-10%	-$13.1K	﹤0.01%	174
2022 Q2	$131K	Sell	477 -121	-20%	-$35.3K	﹤0.01%	151
2022 Q1	$179K	Buy	598 +70	+13%	+$21.9K	﹤0.01%	227
2021 Q4	$157K	Buy	+528	New	+$163K	﹤0.01%	262

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Altshuler Shaham's LAD Position: Q2 2026 in Review

Altshuler Shaham increased its Lithia Motors (LAD) stake by 7.8% in Q2 2026, buying an estimated $2.27K and bringing the position to 110 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Altshuler Shaham first reported a position in LAD in Q4 2021 and has held it in 9 quarters since. The position peaked at $179K in Q1 2022. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Altshuler Shaham held 110 shares of Lithia Motors worth $32K as of Q2 2026.
Altshuler Shaham bought 8 Lithia Motors shares in Q2 2026, an estimated $2.27K.
Lithia Motors made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #259 holding.
Altshuler Shaham first reported a position in Lithia Motors in Q4 2021 and has held it in 9 quarters since.
Altshuler Shaham's Lithia Motors position peaked at $179K in Q1 2022.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.