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Clearstead Advisors’s Lithia Motors LAD Stock Holding History

Clearstead 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
2026
Q1 		$1.25K Sell
5
-88
-95% -$26.1K ﹤0.01% 2004
2025
Q4 		$30.9K Buy
93
+49
+111% +$15.6K ﹤0.01% 1570
2025
Q3 		$13.9K Sell
44
-4
-8% -$1.29K ﹤0.01% 1807
2025
Q2 		$16.2K Buy
48
+41
+586% +$12.7K ﹤0.01% 1710
2025
Q1 		$2.06K Buy
+7
New +$2.38K ﹤0.01% 1898
2024
Q3 		– Sell
-75
Closed -$18.9K – 2080
2024
Q2 		$18.9K Buy
+75
New +$19.6K ﹤0.01% 1397
2021
Q4 		– Sell
-62
Closed -$20K – 1360
2021
Q3 		$20K Buy
+62
New +$21.6K ﹤0.01% 819

Other funds holding LAD

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
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Harris Associates
Harris Associates Chicago, Illinois $74.9B 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 $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return