Capstone Investment Advisors
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Capstone Investment Advisors’s Lithia Motors LAD Stock Holding History

Capstone Investment 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
2023
Q1 		– Sell
-10,000
Closed -$2.05M – 1625
2022
Q4 		$2.05M Buy
+10,000
New +$2.14M 0.01% 697

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Capstone Investment Advisors's LAD Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 3,900 shares — an estimated $1.3M sold.

Capstone Investment Advisors first reported a position in LAD in Q1 2016 and held it in 8 quarters. The position peaked at $1.3M in Q4 2025. 434 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,900 Lithia Motors shares in Q1 2026, an estimated $1.3M.
  • Capstone Investment Advisors first reported a position in Lithia Motors in Q1 2016 and held it in 8 quarters.
  • Capstone Investment Advisors's Lithia Motors position peaked at $1.3M in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.