BA
LAD icon

Bristlecone Advisors’s Lithia Motors LAD Stock Holding History

Bristlecone 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
2025
Q2 		– Sell
-3,103
Closed -$911K – 331
2025
Q1 		$911K Buy
3,103
+719
+30% +$245K 0.07% 157
2024
Q4 		$852K Buy
2,384
+19
+0.8% +$6.69K 0.07% 159
2024
Q3 		$751K Buy
2,365
+1,040
+78% +$290K 0.06% 156
2024
Q2 		$334K Hold
1,325
– – 0.03% 218
2024
Q1 		$399K Buy
1,325
+90
+7% +$26.6K 0.04% 202
2023
Q4 		$407K Buy
+1,235
New +$339K 0.04% 195
2022
Q3 		– Sell
-6,617
Closed -$1.82M – 243
2022
Q2 		$1.82M Buy
+6,617
New +$1.93M 0.22% 91

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bristlecone Advisors's LAD Position: Q2 2025 in Review

Bristlecone Advisors sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 3,103 shares — an estimated $911K sold.

Bristlecone Advisors first reported a position in LAD in Q2 2022 and held it in 7 quarters. The position peaked at $1.82M in Q2 2022. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Bristlecone Advisors reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 3,103 Lithia Motors shares in Q2 2025, an estimated $911K.
  • Bristlecone Advisors first reported a position in Lithia Motors in Q2 2022 and held it in 7 quarters.
  • Bristlecone Advisors's Lithia Motors position peaked at $1.82M in Q2 2022.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.