ACA
LAD icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Atlas Capital Advisors's LAD Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Lithia Motors (LAD) stake by 95% in Q1 2026, selling an estimated $5.94K and leaving 1 share worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Atlas Capital Advisors first reported a position in LAD in Q3 2021 and has held it in 14 quarters since. The position peaked at $402K in Q3 2023. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Atlas Capital Advisors held 1 share of Lithia Motors worth $249 as of Q1 2026.
  • Atlas Capital Advisors sold 20 Lithia Motors shares in Q1 2026, an estimated $5.94K.
  • Lithia Motors made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #973 holding.
  • Atlas Capital Advisors first reported a position in Lithia Motors in Q3 2021 and has held it in 14 quarters since.
  • Atlas Capital Advisors's Lithia Motors position peaked at $402K in Q3 2023.
  • 433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.