EI
LAD icon

Ethic Inc’s Lithia Motors LAD Stock Holding History

Ethic Inc’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 		$227K Buy
+782
New +$222K ﹤0.01% 1238
2025
Q4 		– Sell
-687
Closed -$217K – 1251
2025
Q3 		$217K Sell
687
-161
-19% -$51.9K ﹤0.01% 1092
2025
Q2 		$285K Sell
848
-164
-16% -$50.7K 0.01% 1001
2025
Q1 		$300K Buy
1,012
+90
+10% +$30.6K 0.01% 936
2024
Q4 		$330K Sell
922
-25
-3% -$8.81K 0.01% 919
2024
Q3 		$285K Buy
947
+113
+14% +$31.5K 0.01% 897
2024
Q2 		$211K Sell
834
-113
-12% -$29.6K ﹤0.01% 1016
2024
Q1 		$285K Buy
947
+9
+1% +$2.66K 0.01% 895
2023
Q4 		$309K Sell
938
-462
-33% -$127K 0.01% 865
2023
Q3 		$413K Buy
1,400
+257
+22% +$78.3K 0.01% 736
2023
Q2 		$348K Sell
1,143
-267
-19% -$63.9K 0.01% 748
2023
Q1 		$323K Buy
+1,410
New +$343K 0.01% 772

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Ethic Inc's LAD Position: Q2 2026 in Review

Ethic Inc opened a new position in Lithia Motors (LAD) in Q2 2026: 782 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1238 among its holdings. This is a return to the name: Ethic Inc previously reported a position in LAD as recently as Q3 2025.

Ethic Inc first reported a position in LAD in Q1 2023 and has held it in 12 quarters since. The position peaked at $413K in Q3 2023. 122 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Ethic Inc held 782 shares of Lithia Motors worth $227K as of Q2 2026.
  • Lithia Motors was a new Ethic Inc position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1238 holding.
  • Ethic Inc first reported a position in Lithia Motors in Q1 2023 and has held it in 12 quarters since.
  • Ethic Inc's Lithia Motors position peaked at $413K in Q3 2023.
  • 122 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.