Arax Advisory Partners’s Lithia Motors LAD Stock Holding History

Arax Advisory 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	$154K	Buy	+530	New	+$151K	﹤0.01%	2433
2026 Q1	–	Sell	-577	Closed	-$192K	–	4097
2025 Q4	$192K	Sell	577 -1,383	-71%	-$439K	0.01%	1064
2025 Q3	$619K	Buy	1,960 +1,946	+13,900%	+$628K	0.01%	826
2025 Q2	$4.74K	Hold	14	–	–	﹤0.01%	2271
2025 Q1	$4.12K	Hold	14	–	–	﹤0.01%	1839
2024 Q4	$5.01K	Hold	14	–	–	﹤0.01%	1742
2024 Q3	$4.45K	Buy	+14	New	+$3.9K	﹤0.01%	1768
2024 Q1	–	Sell	-4	Closed	-$1.32K	–	1358
2023 Q4	$1.32K	Hold	4	–	–	﹤0.01%	1089
2023 Q3	$1.18K	Hold	4	–	–	﹤0.01%	1101
2023 Q2	$1.22K	Hold	4	–	–	﹤0.01%	1080
2023 Q1	$916	Hold	4	–	–	﹤0.01%	1117
2022 Q4	$819	Sell	4 -4	-50%	-$855	﹤0.01%	1116
2022 Q3	$2K	Buy	8 +2	+33%	+$523	﹤0.01%	966
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	952
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	943
2021 Q4	$2K	Buy	6 +4	+200%	+$1.24K	﹤0.01%	894
2021 Q3	$1K	Buy	+2	New	+$696	﹤0.01%	917

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

Arax Advisory Partners's LAD Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Lithia Motors (LAD) in Q2 2026: 530 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #2433 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in LAD as recently as Q4 2025.

Arax Advisory Partners first reported a position in LAD in Q3 2021 and has held it in 17 quarters since. The position peaked at $619K in Q3 2025. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Arax Advisory Partners held 530 shares of Lithia Motors worth $154K as of Q2 2026.
Lithia Motors was a new Arax Advisory Partners position in Q2 2026.
Lithia Motors made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2433 holding.
Arax Advisory Partners first reported a position in Lithia Motors in Q3 2021 and has held it in 17 quarters since.
Arax Advisory Partners's Lithia Motors position peaked at $619K in Q3 2025.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.