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Ameritas Advisory Services’s Lithia Motors LAD Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-71
Closed -$22.3K – 1603
2025
Q3 		$22.3K Buy
71
+1
+1% +$323 ﹤0.01% 1401
2025
Q2 		$23.8K Buy
+70
New +$21.7K ﹤0.01% 1673
2023
Q2 		– Sell
-18
Closed -$4.1K – 1669
2023
Q1 		$4.1K Buy
+18
New +$4.38K ﹤0.01% 2210

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Ameritas Advisory Services's LAD Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 71 shares — an estimated $22.3K sold.

Ameritas Advisory Services first reported a position in LAD in Q1 2023 and held it in 3 quarters. The position peaked at $23.8K in Q2 2025. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 71 Lithia Motors shares in Q4 2025, an estimated $22.3K.
  • Ameritas Advisory Services first reported a position in Lithia Motors in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Lithia Motors position peaked at $23.8K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.