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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $32.4B AUM 17.21% 1-Year Est. Return

Financial Strategies Group's LAD Position: Q1 2026 in Review

Financial Strategies Group increased its Lithia Motors (LAD) stake by 27% in Q1 2026, buying an estimated $246K and bringing the position to 3,911 shares worth $1.08M. The position accounts for 0.18% of the portfolio, ranked #52.

Financial Strategies Group first reported a position in LAD in Q3 2024 and has held it in 7 quarters since. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Financial Strategies Group held 3,911 shares of Lithia Motors worth $1.08M as of Q1 2026.
  • Financial Strategies Group bought 827 Lithia Motors shares in Q1 2026, an estimated $246K.
  • Lithia Motors made up 0.18% of Financial Strategies Group's portfolio in Q1 2026, its #52 holding.
  • Financial Strategies Group first reported a position in Lithia Motors in Q3 2024 and has held it in 7 quarters since.
  • 433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.