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Cornerstone Planning Group’s Lithia Motors LAD Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-23
Closed -$6.29K – 1626
2025
Q1 		$6.29K Hold
23
– – ﹤0.01% 671
2024
Q4 		$8.03K Hold
23
– – ﹤0.01% 476
2024
Q3 		$7.69K Hold
23
– – ﹤0.01% 472
2024
Q2 		$6.23K Hold
23
– – ﹤0.01% 528
2024
Q1 		$5.69K Sell
23
-5
-18% -$1.48K ﹤0.01% 500
2023
Q4 		$9.36K Hold
28
– – ﹤0.01% 440
2023
Q3 		$8.38K Hold
28
– – ﹤0.01% 460
2023
Q2 		$8.62K Buy
+28
New +$6.71K ﹤0.01% 725
2022
Q4 		$6.49K Buy
+28
New +$5.98K ﹤0.01% 781

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's LAD Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 23 shares — an estimated $6.29K sold.

Cornerstone Planning Group first reported a position in LAD in Q4 2022 and held it in 9 quarters. The position peaked at $9.36K in Q4 2023. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 23 Lithia Motors shares in Q2 2025, an estimated $6.29K.
  • Cornerstone Planning Group first reported a position in Lithia Motors in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Lithia Motors position peaked at $9.36K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.