Blue Trust Inc
LAD icon

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
Q3 		$37.9K Buy
130
+12
+10% +$4.18K ﹤0.01% 1314
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 		$43.2K 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% -$2.36K ﹤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

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Blue Trust Inc's LAD Position: Q3 2026 in Review

Blue Trust Inc increased its Lithia Motors (LAD) stake by 10% in Q3 2026, buying an estimated $4.18K and bringing the position to 130 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Blue Trust Inc first reported a position in LAD in Q2 2022 and has held it in 18 quarters since. The position peaked at $58K in Q1 2023. 81 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Blue Trust Inc held 130 shares of Lithia Motors worth $37.9K as of Q3 2026.
  • Blue Trust Inc bought 12 Lithia Motors shares in Q3 2026, an estimated $4.18K.
  • Lithia Motors made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1314 holding.
  • Blue Trust Inc first reported a position in Lithia Motors in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Lithia Motors position peaked at $58K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.