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Ameritas Investment Partners’s Lithia Motors LAD Stock Holding History

Ameritas Investment 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 		$1.22M Sell
4,197
-270
-6% -$76.7K 0.03% 575
2026
Q1 		$1.12M Buy
4,467
+23
+0.5% +$6.83K 0.03% 560
2025
Q4 		$1.48M Sell
4,444
-362
-8% -$115K 0.05% 451
2025
Q3 		$1.52M Sell
4,806
-248
-5% -$80K 0.05% 434
2025
Q2 		$1.71M Sell
5,054
-187
-4% -$57.8K 0.05% 400
2025
Q1 		$1.54M Sell
5,241
-94
-2% -$32K 0.05% 432
2024
Q4 		$1.91M Sell
5,335
-151
-3% -$53.2K 0.06% 354
2024
Q3 		$1.74M Sell
5,486
-343
-6% -$95.6K 0.06% 399
2024
Q2 		$1.47M Sell
5,829
-247
-4% -$64.7K 0.05% 446
2024
Q1 		$1.83M Hold
6,076
– – 0.06% 370
2023
Q4 		$2M Sell
6,076
-105
-2% -$28.8K 0.07% 306
2023
Q3 		$1.83M Sell
6,181
-693
-10% -$211K 0.07% 294
2023
Q2 		$2.09M Sell
6,874
-86
-1% -$20.6K 0.08% 279
2023
Q1 		$1.59M Sell
6,960
-119
-2% -$28.9K 0.06% 381
2022
Q4 		$1.69M Hold
7,079
– – 0.07% 355
2022
Q3 		$1.52M Sell
7,079
-637
-8% -$166K 0.07% 343
2022
Q2 		$2.12M Sell
7,716
-327
-4% -$95.3K 0.09% 221
2022
Q1 		$2.41M Hold
8,043
– – 0.09% 251
2021
Q4 		$2.39M Hold
8,043
– – 0.08% 274
2021
Q3 		$2.55M Hold
8,043
– – 0.09% 225
2021
Q2 		$2.76M Sell
8,043
-1,404
-15% -$508K 0.1% 207
2021
Q1 		$3.69M Buy
9,447
+16
+0.2% +$5.75K 0.14% 120
2020
Q4 		$2.76M Buy
9,431
+1,130
+14% +$309K 0.13% 176
2020
Q3 		$1.89M Buy
8,301
+6,352
+326% +$1.43M 0.09% 242
2020
Q2 		$295K Sell
1,949
-56
-3% -$6.41K 0.01% 863
2020
Q1 		$164K Buy
2,005
+75
+4% +$9.05K 0.01% 1021
2019
Q4 		$284K Buy
1,930
+89
+5% +$13.4K 0.01% 916
2019
Q3 		$244K Hold
1,841
– – 0.01% 956
2019
Q2 		$219K Sell
1,841
-70
-4% -$7.74K 0.01% 1010
2019
Q1 		$177K Hold
1,911
– – 0.01% 1117
2018
Q4 		$146K Sell
1,911
-140
-7% -$11.1K 0.01% 1141
2018
Q3 		$167K Hold
2,051
– – 0.01% 1211
2018
Q2 		$194K Hold
2,051
– – 0.01% 1084
2018
Q1 		$206K Hold
2,051
– – 0.01% 1057
2017
Q4 		$233K Hold
2,051
– – 0.01% 1010
2017
Q3 		$221K Hold
2,051
– – 0.01% 1009
2017
Q2 		$193K Hold
2,051
– – 0.01% 1082
2017
Q1 		$176K Buy
+2,051
New +$199K 0.01% 1128
2015
Q2 		– Sell
-2,045
Closed -$203K – 1193
2015
Q1 		$203K Buy
+2,045
New +$184K 0.01% 999

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 $3.38T AUM 44.17% 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

Ameritas Investment Partners's LAD Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Lithia Motors (LAD) stake by 6% in Q2 2026, selling an estimated $76.7K and leaving 4,197 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #575.

Ameritas Investment Partners first reported a position in LAD in Q1 2015 and has held it in 39 quarters since. The position peaked at $3.69M in Q1 2021. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Ameritas Investment Partners held 4,197 shares of Lithia Motors worth $1.22M as of Q2 2026.
  • Ameritas Investment Partners sold 270 Lithia Motors shares in Q2 2026, an estimated $76.7K.
  • Lithia Motors made up 0.03% of Ameritas Investment Partners's portfolio in Q2 2026, its #575 holding.
  • Ameritas Investment Partners first reported a position in Lithia Motors in Q1 2015 and has held it in 39 quarters since.
  • Ameritas Investment Partners's Lithia Motors position peaked at $3.69M in Q1 2021.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.