EP
LAD icon

Edgestream Partners’s Lithia Motors LAD Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-10,722
Closed -$3.56M – 1003
2025
Q4 		$3.56M Buy
+10,722
New +$3.4M 0.1% 366
2025
Q3 		– Sell
-1,326
Closed -$448K – 979
2025
Q2 		$448K Buy
1,326
+27
+2% +$8.35K 0.01% 744
2025
Q1 		$381K Buy
+1,299
New +$442K 0.01% 727
2021
Q4 		– Sell
-5,944
Closed -$1.88M – 537
2021
Q3 		$1.88M Buy
5,944
+5,354
+907% +$1.86M 0.12% 246
2021
Q2 		$203K Buy
+590
New +$213K 0.01% 429

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Edgestream Partners's LAD Position: Q1 2026 in Review

Edgestream Partners sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 10,722 shares — an estimated $3.56M sold.

Edgestream Partners first reported a position in LAD in Q2 2021 and held it in 5 quarters. The position peaked at $3.56M in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Edgestream Partners reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 10,722 Lithia Motors shares in Q1 2026, an estimated $3.56M.
  • Edgestream Partners first reported a position in Lithia Motors in Q2 2021 and held it in 5 quarters.
  • Edgestream Partners's Lithia Motors position peaked at $3.56M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.