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Atlas Capital Advisors’s Lithia Motors LAD Stock Holding History

Atlas 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 		$290 Hold
1
– – ﹤0.01% 1029
2026
Q1 		$249 Sell
1
-20
-95% -$5.94K ﹤0.01% 973
2025
Q4 		$6.98K Buy
+21
New +$6.67K ﹤0.01% 784
2025
Q2 		$28K Buy
83
+8
+11% +$2.48K ﹤0.01% 686
2025
Q1 		$22K Sell
75
-19
-20% -$6.47K ﹤0.01% 728
2024
Q4 		$33.6K Buy
+94
New +$33.1K ﹤0.01% 660
2024
Q2 		– Sell
-40
Closed -$12K – 943
2024
Q1 		$12K Sell
40
-9
-18% -$2.66K ﹤0.01% 701
2023
Q4 		$16.1K Sell
49
-1,313
-96% -$360K ﹤0.01% 708
2023
Q3 		$402K Buy
+1,362
New +$415K 0.07% 231
2023
Q1 		– Sell
-18
Closed -$3.69K – 937
2022
Q4 		$3.69K Hold
18
– – ﹤0.01% 806
2022
Q3 		$3.86K Sell
18
-646
-97% -$169K ﹤0.01% 795
2022
Q2 		$182K Buy
664
+634
+2,113% +$185K 0.03% 379
2022
Q1 		$9K Hold
30
– – ﹤0.01% 717
2021
Q4 		$8.91K Buy
30
+21
+233% +$6.49K ﹤0.01% 735
2021
Q3 		$2.85K Buy
+9
New +$3.13K ﹤0.01% 845

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 $3.37T 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

Atlas Capital Advisors's LAD Position: Q2 2026 in Review

Atlas Capital Advisors held its Lithia Motors (LAD) position steady in Q2 2026 at 1 share worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Atlas Capital Advisors first reported a position in LAD in Q3 2021 and has held it in 15 quarters since. The position peaked at $402K in Q3 2023. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Atlas Capital Advisors held 1 share of Lithia Motors worth $290 as of Q2 2026.
  • Atlas Capital Advisors left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #1029 holding.
  • Atlas Capital Advisors first reported a position in Lithia Motors in Q3 2021 and has held it in 15 quarters since.
  • Atlas Capital Advisors's Lithia Motors position peaked at $402K in Q3 2023.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.