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Dana Investment Advisors’s Lithia Motors LAD Stock Holding History

Dana Investment 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 		$8.09M Sell
27,846
-356
-1% -$101K 0.21% 117
2026
Q1 		$7.04M Sell
28,202
-70
-0.2% -$20.8K 0.21% 122
2025
Q4 		$9.4M Sell
28,272
-55
-0.2% -$17.5K 0.27% 76
2025
Q3 		$8.95M Sell
28,327
-204
-0.7% -$65.8K 0.26% 84
2025
Q2 		$9.64M Sell
28,531
-441
-2% -$136K 0.32% 70
2025
Q1 		$8.5M Sell
28,972
-745
-3% -$254K 0.3% 75
2024
Q4 		$10.6M Sell
29,717
-3,485
-10% -$1.23M 0.35% 58
2024
Q3 		$10.5M Sell
33,202
-4,001
-11% -$1.12M 0.35% 66
2024
Q2 		$9.39M Sell
37,203
-485
-1% -$127K 0.32% 84
2024
Q1 		$11.3M Buy
+37,688
New +$11.1M 0.38% 75
2018
Q3 		– Sell
-23,712
Closed -$2.24M – 281
2018
Q2 		$2.24M Buy
23,712
+3,563
+18% +$353K 0.1% 168
2018
Q1 		$2.02M Buy
20,149
+1,305
+7% +$148K 0.09% 176
2017
Q4 		$2.14M Buy
18,844
+45
+0.2% +$5.23K 0.09% 172
2017
Q3 		$2.26M Sell
18,799
-7,600
-29% -$795K 0.1% 168
2017
Q2 		$2.49M Buy
26,399
+121
+0.5% +$10.9K 0.12% 143
2017
Q1 		$2.25M Buy
+26,278
New +$2.55M 0.1% 168

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

Dana Investment Advisors's LAD Position: Q2 2026 in Review

Dana Investment Advisors reduced its Lithia Motors (LAD) stake by 1.3% in Q2 2026, selling an estimated $101K and leaving 27,846 shares worth $8.09M. The position accounts for 0.21% of the portfolio, ranked #117.

Dana Investment Advisors first reported a position in LAD in Q1 2017 and has held it in 16 quarters since. The position peaked at $11.3M in Q1 2024. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Dana Investment Advisors held 27,846 shares of Lithia Motors worth $8.09M as of Q2 2026.
  • Dana Investment Advisors sold 356 Lithia Motors shares in Q2 2026, an estimated $101K.
  • Lithia Motors made up 0.21% of Dana Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Dana Investment Advisors first reported a position in Lithia Motors in Q1 2017 and has held it in 16 quarters since.
  • Dana Investment Advisors's Lithia Motors position peaked at $11.3M in Q1 2024.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.