Delta Capital Management
LAD icon

Delta Capital Management’s Lithia Motors LAD Stock Holding History

Delta Capital Management’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
Q3 		$213K Sell
730
-20
-3% -$6.97K 0.1% 97
2026
Q2 		$218K Buy
+750
New +$213K 0.1% 102
2026
Q1 		– Sell
-750
Closed -$249K – 106
2025
Q4 		$249K Hold
750
– – 0.14% 90
2025
Q3 		$237K Buy
+750
New +$242K 0.12% 90

Other funds holding LAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.05B AUM 13.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Delta Capital Management's LAD Position: Q3 2026 in Review

Delta Capital Management reduced its Lithia Motors (LAD) stake by 2.7% in Q3 2026, selling an estimated $6.97K and leaving 730 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #97.

Delta Capital Management first reported a position in LAD in Q3 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 313 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Delta Capital Management held 730 shares of Lithia Motors worth $213K as of Q3 2026.
  • Delta Capital Management sold 20 Lithia Motors shares in Q3 2026, an estimated $6.97K.
  • Lithia Motors made up 0.1% of Delta Capital Management's portfolio in Q3 2026, its #97 holding.
  • Delta Capital Management first reported a position in Lithia Motors in Q3 2025 and has held it in 4 quarters since.
  • Delta Capital Management's Lithia Motors position peaked at $249K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Delta Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.