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Cetera Trust Company’s Lithia Motors LAD Stock Holding History

Cetera Trust Company’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 		$4.36K Hold
15
– – ﹤0.01% 335
2026
Q1 		$3.75K Hold
15
– – ﹤0.01% 340
2025
Q4 		$4.99K Hold
15
– – ﹤0.01% 341
2025
Q3 		$4.74K Hold
15
– – ﹤0.01% 338
2025
Q2 		$5.07K Hold
15
– – ﹤0.01% 341
2025
Q1 		$4.4K Hold
15
– – ﹤0.01% 352
2024
Q4 		$5.36K Hold
15
– – ﹤0.01% 353
2024
Q3 		$4.76K Hold
15
– – ﹤0.01% 372
2024
Q2 		$3.79K Hold
15
– – ﹤0.01% 389
2024
Q1 		$4.51K Hold
15
– – ﹤0.01% 382
2023
Q4 		$4.94K Buy
+15
New +$4.12K ﹤0.01% 371

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

Cetera Trust Company's LAD Position: Q2 2026 in Review

Cetera Trust Company held its Lithia Motors (LAD) position steady in Q2 2026 at 15 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Cetera Trust Company first reported a position in LAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.36K in Q4 2024. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Cetera Trust Company held 15 shares of Lithia Motors worth $4.36K as of Q2 2026.
  • Cetera Trust Company left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Cetera Trust Company's portfolio in Q2 2026, its #335 holding.
  • Cetera Trust Company first reported a position in Lithia Motors in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Lithia Motors position peaked at $5.36K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.