Bell Investment Advisors’s Lithia Motors LAD Stock Holding History

Bell Investment 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	$4.94K	Hold	17	–	–	﹤0.01%	990
2026 Q1	$4.25K	Sell	17 -6	-26%	-$1.78K	﹤0.01%	1032
2025 Q4	$7.64K	Hold	23	–	–	﹤0.01%	801
2025 Q3	$7.27K	Sell	23 -7	-23%	-$2.26K	﹤0.01%	758
2025 Q2	$10.1K	Buy	30 +6	+25%	+$1.86K	﹤0.01%	670
2025 Q1	$7.04K	Hold	24	–	–	﹤0.01%	749
2024 Q4	$8.58K	Sell	24 -2	-8%	-$705	﹤0.01%	669
2024 Q3	$8.26K	Sell	26 -2	-7%	-$558	﹤0.01%	697
2024 Q2	$7.07K	Hold	28	–	–	﹤0.01%	758
2024 Q1	$8.43K	Hold	28	–	–	﹤0.01%	665
2023 Q4	$9.22K	Buy	28 +2	+8%	+$549	﹤0.01%	591
2023 Q3	$7.68K	Buy	26 +9	+53%	+$2.74K	﹤0.01%	607
2023 Q2	$5.17K	Sell	17 -1	-6%	-$239	﹤0.01%	806
2023 Q1	$4.12K	Buy	18 +4	+29%	+$973	﹤0.01%	867
2022 Q4	$2.87K	Sell	14 -2	-13%	-$427	﹤0.01%	1092
2022 Q3	$3K	Sell	16 -9	-36%	-$2.35K	﹤0.01%	932
2022 Q2	$7K	Buy	+25	New	+$7.29K	﹤0.01%	565
2021 Q4	$3K	Sell	10 -3	-23%	-$927	﹤0.01%	988
2021 Q3	$4K	Buy	+13	New	+$4.53K	﹤0.01%	802

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 $3.38T 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

Bell Investment Advisors's LAD Position: Q2 2026 in Review

Bell Investment Advisors held its Lithia Motors (LAD) position steady in Q2 2026 at 17 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Bell Investment Advisors first reported a position in LAD in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.1K in Q2 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Bell Investment Advisors held 17 shares of Lithia Motors worth $4.94K as of Q2 2026.
Bell Investment Advisors left its Lithia Motors share count unchanged in Q2 2026.
Lithia Motors made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #990 holding.
Bell Investment Advisors first reported a position in Lithia Motors in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Lithia Motors position peaked at $10.1K in Q2 2025.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.