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Freestone Grove Partners’s Lithia Motors LAD Stock Holding History

Freestone Grove 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 		– Sell
-1,811
Closed -$452K – 1194
2026
Q1 		$452K Buy
+1,811
New +$538K ﹤0.01% 619

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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

Freestone Grove Partners's LAD Position: Q2 2026 in Review

Freestone Grove Partners sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 1,811 shares — an estimated $452K sold.

Freestone Grove Partners first reported a position in LAD in Q1 2026 and held it in 1 quarter. The position peaked at $452K in Q1 2026. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Freestone Grove Partners reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 1,811 Lithia Motors shares in Q2 2026, an estimated $452K.
  • Freestone Grove Partners first reported a position in Lithia Motors in Q1 2026 and held it in 1 quarter.
  • Freestone Grove Partners's Lithia Motors position peaked at $452K in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.