Cerity Partners
LAD icon

Cerity Partners’s Lithia Motors LAD Stock Holding History

Cerity Partners’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 		$1.05M Buy
+3,619
New +$1.03M ﹤0.01% 1969
2026
Q1 		– Sell
-992
Closed -$330K – 3331
2025
Q4 		$330K Buy
+992
New +$315K ﹤0.01% 2355
2025
Q1 		– Sell
-866
Closed -$300K – 2549
2024
Q4 		$300K Sell
866
-155
-15% -$54.6K ﹤0.01% 2035
2024
Q3 		$324K Sell
1,021
-148
-13% -$41.3K ﹤0.01% 2006
2024
Q2 		$295K Sell
1,169
-866
-43% -$227K ﹤0.01% 1827
2024
Q1 		$612K Buy
2,035
+750
+58% +$222K ﹤0.01% 1504
2023
Q4 		$423K Buy
+1,285
New +$353K ﹤0.01% 1341
2023
Q3 		– Sell
-1,332
Closed -$405K – 1573
2023
Q2 		$405K Buy
1,332
+421
+46% +$101K ﹤0.01% 1274
2023
Q1 		$209K Buy
+911
New +$222K ﹤0.01% 1698
2017
Q4 		– Sell
-1,828
Closed -$220K – 576
2017
Q3 		$220K Buy
+1,828
New +$191K 0.02% 516

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

Cerity Partners's LAD Position: Q2 2026 in Review

Cerity Partners opened a new position in Lithia Motors (LAD) in Q2 2026: 3,619 shares worth $1.05M. The stake represents ﹤0.01% of the portfolio and ranks #1969 among its holdings. This is a return to the name: Cerity Partners previously reported a position in LAD as recently as Q4 2025.

Cerity Partners first reported a position in LAD in Q3 2017 and has held it in 10 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Cerity Partners held 3,619 shares of Lithia Motors worth $1.05M as of Q2 2026.
  • Lithia Motors was a new Cerity Partners position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1969 holding.
  • Cerity Partners first reported a position in Lithia Motors in Q3 2017 and has held it in 10 quarters since.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.