BA
LAD icon

Bridgewater Associates’s Lithia Motors LAD Stock Holding History

Bridgewater Associates’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 		$440K Buy
+1,513
New +$430K ﹤0.01% 938
2022
Q3 		– Sell
-5,270
Closed -$1.45M – 947
2022
Q2 		$1.45M Sell
5,270
-792
-13% -$231K 0.01% 738
2022
Q1 		$1.82M Sell
6,062
-809
-12% -$253K 0.01% 702
2021
Q4 		$2.04M Sell
6,871
-666
-9% -$206K 0.01% 462
2021
Q3 		$2.39M Buy
+7,537
New +$2.62M 0.01% 412

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

Bridgewater Associates's LAD Position: Q2 2026 in Review

Bridgewater Associates opened a new position in Lithia Motors (LAD) in Q2 2026: 1,513 shares worth $440K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in LAD as recently as Q2 2022.

Bridgewater Associates first reported a position in LAD in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.39M in Q3 2021. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Bridgewater Associates held 1,513 shares of Lithia Motors worth $440K as of Q2 2026.
  • Lithia Motors was a new Bridgewater Associates position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #938 holding.
  • Bridgewater Associates first reported a position in Lithia Motors in Q3 2021 and has held it in 5 quarters since.
  • Bridgewater Associates's Lithia Motors position peaked at $2.39M in Q3 2021.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.