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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
2026
Q2 		$108K Buy
+371
New +$105K ﹤0.01% 2006
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 $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

Global Retirement Partners's LAD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Lithia Motors (LAD) in Q2 2026: 371 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #2006 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LAD as recently as Q4 2025.

Global Retirement Partners first reported a position in LAD in Q4 2018 and has held it in 28 quarters since. The position peaked at $123K in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Global Retirement Partners held 371 shares of Lithia Motors worth $108K as of Q2 2026.
  • Lithia Motors was a new Global Retirement Partners position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2006 holding.
  • Global Retirement Partners first reported a position in Lithia Motors in Q4 2018 and has held it in 28 quarters since.
  • Global Retirement Partners's Lithia Motors position peaked at $123K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.