Annis Gardner Whiting Capital Advisors’s Lithia Motors LAD Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$293K	Buy	+1,010	New	+$287K	0.04%	281

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

Annis Gardner Whiting Capital Advisors's LAD Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors opened a new position in Lithia Motors (LAD) in Q2 2026: 1,010 shares worth $293K. The stake represents 0.04% of the portfolio and ranks #281 among its holdings.

443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 1,010 shares of Lithia Motors worth $293K as of Q2 2026.
Lithia Motors was a new Annis Gardner Whiting Capital Advisors position in Q2 2026.
Lithia Motors made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #281 holding.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.