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 Q3	$875	Hold	3	–	–	﹤0.01%	2695
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

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's LAD Position: Q3 2026 in Review

CoreCap Advisors held its Lithia Motors (LAD) position steady in Q3 2026 at 3 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

CoreCap Advisors first reported a position in LAD in Q4 2021 and has held it in 6 quarters since. The position peaked at $25.6K in Q3 2025. 56 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

CoreCap Advisors held 3 shares of Lithia Motors worth $875 as of Q3 2026.
CoreCap Advisors left its Lithia Motors share count unchanged in Q3 2026.
Lithia Motors made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2695 holding.
CoreCap Advisors first reported a position in Lithia Motors in Q4 2021 and has held it in 6 quarters since.
CoreCap Advisors's Lithia Motors position peaked at $25.6K in Q3 2025.
56 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.