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Fortitude Family Office’s Lithia Motors LAD Stock Holding History

Fortitude Family Office’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 		$8.13K Buy
28
+8
+40% +$2.27K ﹤0.01% 865
2026
Q1 		$4.99K Buy
20
+3
+18% +$891 ﹤0.01% 911
2025
Q4 		$5.65K Hold
17
– – ﹤0.01% 763
2025
Q3 		$5.37K Hold
17
– – ﹤0.01% 779
2025
Q2 		$5.74K Buy
17
+5
+42% +$1.55K ﹤0.01% 750
2025
Q1 		$3.52K Hold
12
– – ﹤0.01% 816
2024
Q4 		$4.29K Hold
12
– – ﹤0.01% 887
2024
Q3 		$3.81K Sell
12
-2
-14% -$558 ﹤0.01% 869
2024
Q2 		$3.53K Buy
+14
New +$3.67K ﹤0.01% 694

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 $3.38T AUM 44.17% 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

Fortitude Family Office's LAD Position: Q2 2026 in Review

Fortitude Family Office increased its Lithia Motors (LAD) stake by 40% in Q2 2026, buying an estimated $2.27K and bringing the position to 28 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Fortitude Family Office first reported a position in LAD in Q2 2024 and has held it in 9 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Fortitude Family Office held 28 shares of Lithia Motors worth $8.13K as of Q2 2026.
  • Fortitude Family Office bought 8 Lithia Motors shares in Q2 2026, an estimated $2.27K.
  • Lithia Motors made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #865 holding.
  • Fortitude Family Office first reported a position in Lithia Motors in Q2 2024 and has held it in 9 quarters since.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.