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Covestor’s Lithia Motors LAD Stock Holding History

Covestor’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 		$200K Sell
690
-189
-22% -$53.7K 0.12% 126
2026
Q1 		$219K Buy
879
+845
+2,485% +$251K 0.15% 98
2025
Q4 		$11K Sell
34
-2
-6% -$635 0.01% 1528
2025
Q3 		$12K Buy
36
+6
+20% +$1.94K 0.01% 1498
2025
Q2 		$10K Hold
30
– – 0.01% 1597
2025
Q1 		$9K Hold
30
– – 0.01% 1563
2024
Q4 		$11K Hold
30
– – 0.01% 1487
2024
Q3 		$10K Hold
30
– – 0.01% 1564
2024
Q2 		$8K Sell
30
-1
-3% -$262 0.01% 1671
2024
Q1 		$9K Hold
31
– – 0.01% 1651
2023
Q4 		$10K Hold
31
– – 0.01% 1570
2023
Q3 		$9K Hold
31
– – 0.01% 1485
2023
Q2 		$10K Sell
31
-1
-3% -$239 0.01% 1437
2023
Q1 		$7K Hold
32
– – 0.01% 1471
2022
Q4 		$7K Sell
32
-78
-71% -$16.7K 0.01% 1474
2022
Q3 		$24K Sell
110
-216
-66% -$56.4K 0.02% 950
2022
Q2 		$90K Sell
326
-86
-21% -$25.1K 0.07% 472
2022
Q1 		$124K Buy
412
+222
+117% +$69.3K 0.08% 379
2021
Q4 		$57K Buy
+190
New +$58.7K 0.08% 464

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

Covestor's LAD Position: Q2 2026 in Review

Covestor reduced its Lithia Motors (LAD) stake by 22% in Q2 2026, selling an estimated $53.7K and leaving 690 shares worth $200K. The position accounts for 0.12% of the portfolio, ranked #126.

Covestor first reported a position in LAD in Q4 2021 and has held it in 19 quarters since. The position peaked at $219K in Q1 2026. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Covestor held 690 shares of Lithia Motors worth $200K as of Q2 2026.
  • Covestor sold 189 Lithia Motors shares in Q2 2026, an estimated $53.7K.
  • Lithia Motors made up 0.12% of Covestor's portfolio in Q2 2026, its #126 holding.
  • Covestor first reported a position in Lithia Motors in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Lithia Motors position peaked at $219K in Q1 2026.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.