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Global Retirement Partners’s Lithia Motors LAD Stock Holding History

Global Retirement 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
2025
Q4 		$123K Buy
369
+163
+79% +$51.8K ﹤0.01% 1779
2025
Q3 		$65.2K Sell
206
-39
-16% -$12.6K ﹤0.01% 1750
2025
Q2 		$82.8K Buy
+245
New +$75.8K ﹤0.01% 1518
2024
Q4 		$12.5K Hold
35
– – ﹤0.01% 2307
2024
Q3 		$11.1K Sell
35
-4
-10% -$1.11K ﹤0.01% 2252
2024
Q2 		$9.85K Buy
39
+2
+5% +$524 ﹤0.01% 2330
2024
Q1 		$11.1K Hold
37
– – ﹤0.01% 2075
2023
Q4 		$10.6K Hold
37
– – ﹤0.01% 2050
2023
Q3 		$10.4K Buy
37
+5
+16% +$1.52K ﹤0.01% 1938
2023
Q2 		$9.73K Hold
32
– – ﹤0.01% 1971
2023
Q1 		$6.96K Sell
32
-310
-91% -$75.4K ﹤0.01% 2055
2022
Q4 		$70K Hold
342
– – ﹤0.01% 951
2022
Q3 		$68K Buy
342
+2
+0.6% +$523 0.01% 904
2022
Q2 		$93K Sell
340
-4
-1% -$1.17K 0.01% 771
2022
Q1 		$96K Buy
+344
New +$107K 0.01% 771
2021
Q4 		– Sell
-28
Closed -$9K – 1103
2021
Q3 		$9K Hold
28
– – ﹤0.01% 1449
2021
Q2 		$10K Hold
28
– – ﹤0.01% 1378
2021
Q1 		$11K Sell
28
-97
-78% -$34.9K ﹤0.01% 1267
2020
Q4 		$37K Buy
125
+11
+10% +$3.01K ﹤0.01% 833
2020
Q3 		$26K Sell
114
-19
-14% -$4.27K ﹤0.01% 844
2020
Q2 		$20K Buy
133
+18
+16% +$2.06K ﹤0.01% 901
2020
Q1 		$9K Sell
115
-3
-3% -$362 ﹤0.01% 1057
2019
Q4 		$17K Sell
118
-14
-11% -$2.1K ﹤0.01% 999
2019
Q3 		$17K Sell
132
-67
-34% -$8.56K ﹤0.01% 959
2019
Q2 		$24K Buy
199
+13
+7% +$1.44K ﹤0.01% 829
2019
Q1 		$17K Buy
186
+49
+36% +$4.26K ﹤0.01% 880
2018
Q4 		$10K Buy
+137
New +$10.8K ﹤0.01% 970

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Global Retirement Partners's LAD Position: Q4 2025 in Review

Global Retirement Partners increased its Lithia Motors (LAD) stake by 79% in Q4 2025, buying an estimated $51.8K and bringing the position to 369 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Global Retirement Partners first reported a position in LAD in Q4 2018 and has held it in 27 quarters since. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Global Retirement Partners held 369 shares of Lithia Motors worth $123K as of Q4 2025.
  • Global Retirement Partners bought 163 Lithia Motors shares in Q4 2025, an estimated $51.8K.
  • Lithia Motors made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1779 holding.
  • Global Retirement Partners first reported a position in Lithia Motors in Q4 2018 and has held it in 27 quarters since.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.