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Essential Partners’s Lithia Motors LAD Stock Holding History

Essential 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
Q2 		$24.1K Buy
+83
New +$23.6K 0.01% 841
2026
Q1 		– Sell
-9
Closed -$2.99K – 2935
2025
Q4 		$2.99K Buy
9
+3
+50% +$953 ﹤0.01% 1645
2025
Q3 		$1.9K Hold
6
– – ﹤0.01% 1806
2025
Q2 		$2.03K Buy
+6
New +$1.86K ﹤0.01% 1316

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

Essential Partners's LAD Position: Q2 2026 in Review

Essential Partners opened a new position in Lithia Motors (LAD) in Q2 2026: 83 shares worth $24.1K. The stake represents 0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: Essential Partners previously reported a position in LAD as recently as Q4 2025.

Essential Partners first reported a position in LAD in Q2 2025 and has held it in 4 quarters since. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Essential Partners held 83 shares of Lithia Motors worth $24.1K as of Q2 2026.
  • Lithia Motors was a new Essential Partners position in Q2 2026.
  • Lithia Motors made up 0.01% of Essential Partners's portfolio in Q2 2026, its #841 holding.
  • Essential Partners first reported a position in Lithia Motors in Q2 2025 and has held it in 4 quarters since.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.