Cetera Investment Advisers
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Cetera Investment Advisers’s Lithia Motors LAD Stock Holding History

Cetera Investment Advisers’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 		$2.06M Sell
7,095
-334
-4% -$94.9K ﹤0.01% 2364
2026
Q1 		$1.86M Buy
7,429
+813
+12% +$241K ﹤0.01% 2343
2025
Q4 		$2.2M Sell
6,616
-52
-0.8% -$16.5K ﹤0.01% 2127
2025
Q3 		$2.11M Buy
6,668
+1,137
+21% +$367K ﹤0.01% 2125
2025
Q2 		$1.87M Buy
5,531
+184
+3% +$56.9K ﹤0.01% 1890
2025
Q1 		$1.57M Buy
5,347
+1,888
+55% +$643K ﹤0.01% 1931
2024
Q4 		$1.24M Sell
3,459
-628
-15% -$221K ﹤0.01% 2021
2024
Q3 		$1.3M Buy
4,087
+225
+6% +$62.7K ﹤0.01% 1929
2024
Q2 		$975K Buy
3,862
+48
+1% +$12.6K ﹤0.01% 2093
2024
Q1 		$1.15M Buy
3,814
+2,890
+313% +$854K ﹤0.01% 1959
2023
Q4 		$304K Buy
924
+72
+8% +$19.8K ﹤0.01% 1778
2023
Q3 		$252K Buy
852
+12
+1% +$3.66K ﹤0.01% 1841
2023
Q2 		$256K Buy
+840
New +$201K ﹤0.01% 1843

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

Cetera Investment Advisers's LAD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Lithia Motors (LAD) stake by 4.5% in Q2 2026, selling an estimated $94.9K and leaving 7,095 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Cetera Investment Advisers first reported a position in LAD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.2M in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Cetera Investment Advisers held 7,095 shares of Lithia Motors worth $2.06M as of Q2 2026.
  • Cetera Investment Advisers sold 334 Lithia Motors shares in Q2 2026, an estimated $94.9K.
  • Lithia Motors made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2364 holding.
  • Cetera Investment Advisers first reported a position in Lithia Motors in Q2 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's Lithia Motors position peaked at $2.2M in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.