CJ
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Caitlin John’s Lithia Motors LAD Stock Holding History

Caitlin John’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 		$580 Sell
2
-1,222
-100% -$347K ﹤0.01% 928
2026
Q1 		$306K Buy
1,224
+194
+19% +$57.6K 0.18% 104
2025
Q4 		$342K Buy
+1,030
New +$327K 0.22% 110
2024
Q2 		– Sell
-17
Closed -$5.12K – 907
2024
Q1 		$5.12K Hold
17
– – ﹤0.01% 565
2023
Q4 		$5.6K Buy
+17
New +$4.66K ﹤0.01% 528

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

Caitlin John's LAD Position: Q2 2026 in Review

Caitlin John reduced its Lithia Motors (LAD) stake by 100% in Q2 2026, selling an estimated $347K and leaving 2 shares worth $580. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Caitlin John first reported a position in LAD in Q4 2023 and has held it in 5 quarters since. The position peaked at $342K in Q4 2025. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Caitlin John held 2 shares of Lithia Motors worth $580 as of Q2 2026.
  • Caitlin John sold 1,222 Lithia Motors shares in Q2 2026, an estimated $347K.
  • Lithia Motors made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #928 holding.
  • Caitlin John first reported a position in Lithia Motors in Q4 2023 and has held it in 5 quarters since.
  • Caitlin John's Lithia Motors position peaked at $342K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.