Capital Advisors Ltd’s Lithia Motors LAD Stock Holding History

Capital Advisors Ltd’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	$3K	Hold	11	–	–	﹤0.01%	1059
2026 Q1	$3K	Hold	11	–	–	﹤0.01%	1045
2025 Q4	$4K	Hold	11	–	–	﹤0.01%	977
2025 Q3	$3K	Hold	11	–	–	﹤0.01%	1009
2025 Q2	$4K	Hold	11	–	–	﹤0.01%	968
2025 Q1	$3K	Hold	11	–	–	﹤0.01%	989
2024 Q4	$4K	Hold	11	–	–	﹤0.01%	968
2024 Q3	$3K	Hold	11	–	–	﹤0.01%	1001
2024 Q2	$3K	Hold	11	–	–	﹤0.01%	994
2024 Q1	$3K	Hold	11	–	–	﹤0.01%	980
2023 Q4	$4K	Hold	11	–	–	﹤0.01%	894
2023 Q3	$3K	Hold	11	–	–	﹤0.01%	935
2023 Q2	$3K	Buy	+11	New	+$2.63K	﹤0.01%	943
2022 Q4	–	Sell	-5	Closed	-$1K	–	1439
2022 Q3	$1K	Buy	5 +2	+67%	+$523	﹤0.01%	1050
2022 Q2	$1K	Buy	3 +1	+50%	+$292	﹤0.01%	819
2022 Q1	$1K	Buy	2 +1	+100%	+$312	﹤0.01%	741
2021 Q4	$0	Buy	+1	New	+$309	﹤0.01%	879

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital Advisors Ltd's LAD Position: Q2 2026 in Review

Capital Advisors Ltd held its Lithia Motors (LAD) position steady in Q2 2026 at 11 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Capital Advisors Ltd first reported a position in LAD in Q4 2021 and has held it in 17 quarters since. The position peaked at $4K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Capital Advisors Ltd held 11 shares of Lithia Motors worth $3K as of Q2 2026.
Capital Advisors Ltd left its Lithia Motors share count unchanged in Q2 2026.
Lithia Motors made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1059 holding.
Capital Advisors Ltd first reported a position in Lithia Motors in Q4 2021 and has held it in 17 quarters since.
Capital Advisors Ltd's Lithia Motors position peaked at $4K in Q4 2025.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.