CoreCap Advisors’s Lithia Motors LAD Stock Holding History

CoreCap 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	$871	Hold	3	–	–	﹤0.01%	2729
2026 Q1	$749	Hold	3	–	–	﹤0.01%	2579
2025 Q4	$997	Sell	3 -78	-96%	-$24.8K	﹤0.01%	2606
2025 Q3	$25.6K	Buy	+81	New	+$26.1K	﹤0.01%	1581
2022 Q1	–	Sell	-2	Closed	-$1K	–	1372
2021 Q4	$1K	Buy	+2	New	+$618	﹤0.01%	2170

Other funds holding LAD

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors's LAD Position: Q2 2026 in Review

CoreCap Advisors held its Lithia Motors (LAD) position steady in Q2 2026 at 3 shares worth $871. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

CoreCap Advisors first reported a position in LAD in Q4 2021 and has held it in 5 quarters since. The position peaked at $25.6K in Q3 2025. 45 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

CoreCap Advisors held 3 shares of Lithia Motors worth $871 as of Q2 2026.
CoreCap Advisors left its Lithia Motors share count unchanged in Q2 2026.
Lithia Motors made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2729 holding.
CoreCap Advisors first reported a position in Lithia Motors in Q4 2021 and has held it in 5 quarters since.
CoreCap Advisors's Lithia Motors position peaked at $25.6K in Q3 2025.
45 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.