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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
Q2 		$1.02M Buy
3,509
+3,504
+70,080% +$996K 0.01% 547
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 – 2079
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

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

Clearstead Advisors's LAD Position: Q2 2026 in Review

Clearstead Advisors increased its Lithia Motors (LAD) stake by 70,080% in Q2 2026, buying an estimated $996K and bringing the position to 3,509 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #547.

Clearstead Advisors first reported a position in LAD in Q3 2021 and has held it in 8 quarters since. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Clearstead Advisors held 3,509 shares of Lithia Motors worth $1.02M as of Q2 2026.
  • Clearstead Advisors bought 3,504 Lithia Motors shares in Q2 2026, an estimated $996K.
  • Lithia Motors made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #547 holding.
  • Clearstead Advisors first reported a position in Lithia Motors in Q3 2021 and has held it in 8 quarters since.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.