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Blue Trust Inc’s Lithia Motors LAD Stock Holding History

Blue Trust Inc’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 		$34.3K Hold
118
– – ﹤0.01% 1498
2026
Q1 		$29.5K Sell
118
-29
-20% -$8.61K ﹤0.01% 1524
2025
Q4 		$48.9K Hold
147
– – ﹤0.01% 1372
2025
Q3 		$46.5K Sell
147
-12
-8% -$3.87K ﹤0.01% 1441
2025
Q2 		$53.7K Buy
159
+12
+8% +$3.71K ﹤0.01% 1437
2025
Q1 		$43.1K Hold
147
– – ﹤0.01% 1435
2024
Q4 		$52.5K Sell
147
-53
-27% -$18.7K ﹤0.01% 1282
2024
Q3 		$50.5K Buy
200
+66
+49% +$18.4K ﹤0.01% 1560
2024
Q2 		$40.3K Buy
134
+61
+84% +$16K ﹤0.01% 1341
2024
Q1 		$22K Sell
73
-8
-10% -$2.37K ﹤0.01% 1196
2023
Q4 		$24K Buy
81
+20
+33% +$5.49K ﹤0.01% 1210
2023
Q3 		$19K Buy
61
+33
+118% +$10.1K ﹤0.01% 1199
2023
Q2 		$6K Sell
28
-254
-90% -$60.8K ﹤0.01% 1469
2023
Q1 		$58K Buy
282
+102
+57% +$24.8K ﹤0.01% 970
2022
Q4 		$39K Buy
180
+87
+94% +$18.6K ﹤0.01% 1029
2022
Q3 		$26K Sell
93
-60
-39% -$15.7K ﹤0.01% 986
2022
Q2 		$46K Buy
+153
New +$44.6K ﹤0.01% 709

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

Blue Trust Inc's LAD Position: Q2 2026 in Review

Blue Trust Inc held its Lithia Motors (LAD) position steady in Q2 2026 at 118 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Blue Trust Inc first reported a position in LAD in Q2 2022 and has held it in 17 quarters since. The position peaked at $58K in Q1 2023. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Blue Trust Inc held 118 shares of Lithia Motors worth $34.3K as of Q2 2026.
  • Blue Trust Inc left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1498 holding.
  • Blue Trust Inc first reported a position in Lithia Motors in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Lithia Motors position peaked at $58K in Q1 2023.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.