Creative Financial Designs’s Lithia Motors LAD Stock Holding History

Creative Financial Designs’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	$581	Hold	2	–	–	﹤0.01%	2116
2026 Q1	$499	Hold	2	–	–	﹤0.01%	2004
2025 Q4	$665	Sell	2 -4	-67%	-$1.27K	﹤0.01%	1873
2025 Q3	$1.9K	Hold	6	–	–	﹤0.01%	1704
2025 Q2	$2.03K	Buy	6 +4	+200%	+$1.24K	﹤0.01%	1685
2025 Q1	$587	Buy	+2	New	+$681	﹤0.01%	1887

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Creative Financial Designs's LAD Position: Q2 2026 in Review

Creative Financial Designs held its Lithia Motors (LAD) position steady in Q2 2026 at 2 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Creative Financial Designs first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.03K in Q2 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Creative Financial Designs held 2 shares of Lithia Motors worth $581 as of Q2 2026.
Creative Financial Designs left its Lithia Motors share count unchanged in Q2 2026.
Lithia Motors made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2116 holding.
Creative Financial Designs first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
Creative Financial Designs's Lithia Motors position peaked at $2.03K in Q2 2025.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.