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Atria Investments’s Lithia Motors LAD Stock Holding History

Atria Investments’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 		$201K Sell
690
-740
-52% -$210K ﹤0.01% 2066
2026
Q1 		$357K Sell
1,430
-405
-22% -$120K ﹤0.01% 1644
2025
Q4 		$610K Sell
1,835
-750
-29% -$238K 0.01% 1325
2025
Q3 		$817K Sell
2,585
-38
-1% -$12.3K 0.01% 1157
2025
Q2 		$886K Buy
2,623
+365
+16% +$113K 0.01% 1097
2025
Q1 		$663K Sell
2,258
-572
-20% -$195K 0.01% 1199
2024
Q4 		$1.01M Sell
2,830
-620
-18% -$218K 0.01% 977
2024
Q3 		$1.1M Sell
3,450
-440
-11% -$123K 0.01% 925
2024
Q2 		$982K Sell
3,890
-1,153
-23% -$302K 0.01% 935
2024
Q1 		$1.52M Sell
5,043
-900
-15% -$266K 0.02% 769
2023
Q4 		$1.96M Buy
5,943
+1,084
+22% +$297K 0.03% 607
2023
Q3 		$1.44M Buy
+4,859
New +$1.48M 0.03% 699

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

Atria Investments's LAD Position: Q2 2026 in Review

Atria Investments reduced its Lithia Motors (LAD) stake by 52% in Q2 2026, selling an estimated $210K and leaving 690 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Atria Investments first reported a position in LAD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.96M in Q4 2023. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Atria Investments held 690 shares of Lithia Motors worth $201K as of Q2 2026.
  • Atria Investments sold 740 Lithia Motors shares in Q2 2026, an estimated $210K.
  • Lithia Motors made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2066 holding.
  • Atria Investments first reported a position in Lithia Motors in Q3 2023 and has held it in 12 quarters since.
  • Atria Investments's Lithia Motors position peaked at $1.96M in Q4 2023.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.