Empowered Funds’s Lithia Motors LAD Stock Holding History

Empowered Funds’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	$2.23M	Sell	7,671 -1,840	-19%	-$523K	0.01%	1133
2026 Q1	$2.38M	Buy	+9,511	New	+$2.83M	0.02%	1010
2025 Q4	–	Sell	-10,060	Closed	-$3.18M	–	1494
2025 Q3	$3.18M	Sell	10,060 -19,090	-65%	-$6.16M	0.03%	676
2025 Q2	$9.85M	Buy	29,150 +2,978	+11%	+$921K	0.11%	205
2025 Q1	$7.68M	Buy	26,172 +25,480	+3,682%	+$8.68M	0.11%	234
2024 Q4	$247K	Buy	+692	New	+$244K	﹤0.01%	1441
2022 Q4	–	Sell	-1,693	Closed	-$363K	–	518
2022 Q3	$363K	Buy	+1,693	New	+$442K	0.04%	276
2022 Q2	–	Sell	-13,505	Closed	-$4.05M	–	308
2022 Q1	$4.05M	Sell	13,505 -3,259	-19%	-$1.02M	0.44%	82
2021 Q4	$4.98M	Buy	16,764 +3,677	+28%	+$1.14M	0.56%	52
2021 Q3	$4.15M	Buy	+13,087	New	+$4.56M	0.53%	62

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 $3.37T 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

Empowered Funds's LAD Position: Q2 2026 in Review

Empowered Funds reduced its Lithia Motors (LAD) stake by 19% in Q2 2026, selling an estimated $523K and leaving 7,671 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #1133.

Empowered Funds first reported a position in LAD in Q3 2021 and has held it in 10 quarters since. The position peaked at $9.85M in Q2 2025. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Empowered Funds held 7,671 shares of Lithia Motors worth $2.23M as of Q2 2026.
Empowered Funds sold 1,840 Lithia Motors shares in Q2 2026, an estimated $523K.
Lithia Motors made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1133 holding.
Empowered Funds first reported a position in Lithia Motors in Q3 2021 and has held it in 10 quarters since.
Empowered Funds's Lithia Motors position peaked at $9.85M in Q2 2025.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.