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Crewe Advisors’s Lithia Motors LAD Stock Holding History

Crewe 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 		$2.9K Buy
+10
New +$2.84K ﹤0.01% 962
2024
Q3 		– Sell
-70
Closed -$17.7K – 861
2024
Q2 		$17.7K Buy
+70
New +$18.3K ﹤0.01% 578

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 $3.38T 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

Crewe Advisors's LAD Position: Q2 2026 in Review

Crewe Advisors opened a new position in Lithia Motors (LAD) in Q2 2026: 10 shares worth $2.9K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in LAD as recently as Q2 2024.

Crewe Advisors first reported a position in LAD in Q2 2024 and has held it in 2 quarters since. The position peaked at $17.7K in Q2 2024. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Crewe Advisors held 10 shares of Lithia Motors worth $2.9K as of Q2 2026.
  • Lithia Motors was a new Crewe Advisors position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #962 holding.
  • Crewe Advisors first reported a position in Lithia Motors in Q2 2024 and has held it in 2 quarters since.
  • Crewe Advisors's Lithia Motors position peaked at $17.7K in Q2 2024.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.