CVA Family Office’s Lithia Motors LAD Stock Holding History

CVA Family Office’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	$14.8K	Buy	51 +4	+9%	+$1.14K	﹤0.01%	903
2026 Q1	$11.7K	Buy	+47	New	+$14K	﹤0.01%	941
2025 Q2	–	Sell	-2	Closed	-$587	–	1376
2025 Q1	$587	Buy	+2	New	+$681	﹤0.01%	1196
2022 Q4	–	Sell	-5	Closed	-$1K	–	981
2022 Q3	$1K	Buy	+5	New	+$1.31K	﹤0.01%	847
2022 Q1	–	Sell	-5	Closed	-$1K	–	973
2021 Q4	$1K	Buy	+5	New	+$1.54K	﹤0.01%	879

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

CVA Family Office's LAD Position: Q2 2026 in Review

CVA Family Office increased its Lithia Motors (LAD) stake by 8.5% in Q2 2026, buying an estimated $1.14K and bringing the position to 51 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

CVA Family Office first reported a position in LAD in Q4 2021 and has held it in 5 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

CVA Family Office held 51 shares of Lithia Motors worth $14.8K as of Q2 2026.
CVA Family Office bought 4 Lithia Motors shares in Q2 2026, an estimated $1.14K.
Lithia Motors made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #903 holding.
CVA Family Office first reported a position in Lithia Motors in Q4 2021 and has held it in 5 quarters since.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.