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Financial Strategies Group’s Lithia Motors LAD Stock Holding History

Financial Strategies Group’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 		$1.27M Sell
3,831
-80
-2% -$22.7K 0.2% 48
2026
Q1 		$1.08M Buy
3,911
+827
+27% +$246K 0.18% 52
2025
Q4 		$1.01M Buy
3,084
+179
+6% +$56.8K 0.18% 50
2025
Q3 		$895K Buy
2,905
+433
+18% +$140K 0.17% 52
2025
Q2 		$866K Buy
2,472
+298
+14% +$92.2K 0.18% 51
2025
Q1 		$632K Buy
2,174
+470
+28% +$160K 0.15% 59
2024
Q4 		$582K Buy
1,704
+73
+4% +$25.7K 0.14% 53
2024
Q3 		$503K Buy
+1,631
New +$455K 0.12% 56

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

Financial Strategies Group's LAD Position: Q2 2026 in Review

Financial Strategies Group reduced its Lithia Motors (LAD) stake by 2% in Q2 2026, selling an estimated $22.7K and leaving 3,831 shares worth $1.27M. The position accounts for 0.2% of the portfolio, ranked #48.

Financial Strategies Group first reported a position in LAD in Q3 2024 and has held it in 8 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Financial Strategies Group held 3,831 shares of Lithia Motors worth $1.27M as of Q2 2026.
  • Financial Strategies Group sold 80 Lithia Motors shares in Q2 2026, an estimated $22.7K.
  • Lithia Motors made up 0.2% of Financial Strategies Group's portfolio in Q2 2026, its #48 holding.
  • Financial Strategies Group first reported a position in Lithia Motors in Q3 2024 and has held it in 8 quarters since.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.