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HRT Financial’s Lithia Motors LAD Stock Holding History

HRT Financial’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 		$14.1M Buy
56,589
+17,511
+45% +$5.2M 0.04% 480
2025
Q4 		$13M Buy
39,078
+13,212
+51% +$4.2M 0.04% 361
2025
Q3 		$8.17M Buy
25,866
+1,634
+7% +$527K 0.03% 462
2025
Q2 		$8.19M Buy
24,232
+9,506
+65% +$2.94M 0.04% 369
2025
Q1 		$4.32M Buy
14,726
+10,001
+212% +$3.41M 0.03% 489
2024
Q4 		$1.69M Sell
4,725
-365
-7% -$129K 0.01% 814
2024
Q3 		$1.62M Buy
5,090
+3,036
+148% +$846K 0.01% 975
2024
Q2 		$518K Sell
2,054
-8,941
-81% -$2.34M ﹤0.01% 1287
2024
Q1 		$3.31M Buy
+10,995
New +$3.25M 0.02% 385
2023
Q4 		– Sell
-3,229
Closed -$953K – 2731
2023
Q3 		$953K Buy
+3,229
New +$984K 0.01% 1007
2023
Q2 		– Sell
-2,616
Closed -$598K – 2892
2023
Q1 		$598K Sell
2,616
-1,716
-40% -$417K 0.01% 1242
2022
Q4 		$886K Sell
4,332
-93,572
-96% -$20M 0.01% 1038
2022
Q3 		$21M Buy
97,904
+85,914
+717% +$22.4M 0.23% 71
2022
Q2 		$3.29M Buy
+11,990
New +$3.5M 0.04% 381
2022
Q1 		– Sell
-1,503
Closed -$446K – 3493
2021
Q4 		$446K Sell
1,503
-7,219
-83% -$2.23M ﹤0.01% 1976
2021
Q3 		$2.77M Sell
8,722
-75,790
-90% -$26.4M 0.02% 548
2021
Q2 		$29M Buy
+84,512
New +$30.6M 0.27% 56
2020
Q3 		– Sell
-5,317
Closed -$804K – 2150
2020
Q2 		$804K Buy
+5,317
New +$609K 0.02% 614
2020
Q1 		– Sell
-18,903
Closed -$2.78M – 1088
2019
Q4 		$2.78M Buy
+18,903
New +$2.84M 0.12% 141

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

HRT Financial's LAD Position: Q1 2026 in Review

HRT Financial increased its Lithia Motors (LAD) stake by 45% in Q1 2026, buying an estimated $5.2M and bringing the position to 56,589 shares worth $14.1M. The position accounts for 0.04% of the portfolio, ranked #480.

HRT Financial first reported a position in LAD in Q4 2019 and has held it in 19 quarters since. The position peaked at $29M in Q2 2021. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • HRT Financial held 56,589 shares of Lithia Motors worth $14.1M as of Q1 2026.
  • HRT Financial bought 17,511 Lithia Motors shares in Q1 2026, an estimated $5.2M.
  • Lithia Motors made up 0.04% of HRT Financial's portfolio in Q1 2026, its #480 holding.
  • HRT Financial first reported a position in Lithia Motors in Q4 2019 and has held it in 19 quarters since.
  • HRT Financial's Lithia Motors position peaked at $29M in Q2 2021.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.