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American Capital Advisory’s Lithia Motors LAD Stock Holding History

American Capital Advisory’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 		$291 Hold
1
– – ﹤0.01% 1034
2026
Q1 		$250 Buy
+1
New +$297 ﹤0.01% 1004
2025
Q2 		– Sell
-2
Closed -$588 – 940
2025
Q1 		$588 Buy
+2
New +$681 ﹤0.01% 491

Other funds holding LAD

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
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
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

American Capital Advisory's LAD Position: Q2 2026 in Review

American Capital Advisory held its Lithia Motors (LAD) position steady in Q2 2026 at 1 share worth $291. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

American Capital Advisory first reported a position in LAD in Q1 2025 and has held it in 3 quarters since. The position peaked at $588 in Q1 2025. 134 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • American Capital Advisory held 1 share of Lithia Motors worth $291 as of Q2 2026.
  • American Capital Advisory left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1034 holding.
  • American Capital Advisory first reported a position in Lithia Motors in Q1 2025 and has held it in 3 quarters since.
  • American Capital Advisory's Lithia Motors position peaked at $588 in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.