IAA
LAD icon

Independent Advisor Alliance’s Lithia Motors LAD Stock Holding History

Independent Advisor Alliance’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 		$1.17M Buy
4,016
+180
+5% +$51.2K 0.03% 419
2026
Q1 		$958K Sell
3,836
-1,206
-24% -$358K 0.01% 850
2025
Q4 		$1.68M Buy
+5,042
New +$1.6M 0.04% 340

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 $3.37T 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

Independent Advisor Alliance's LAD Position: Q2 2026 in Review

Independent Advisor Alliance increased its Lithia Motors (LAD) stake by 4.7% in Q2 2026, buying an estimated $51.2K and bringing the position to 4,016 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #419.

Independent Advisor Alliance first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Independent Advisor Alliance held 4,016 shares of Lithia Motors worth $1.17M as of Q2 2026.
  • Independent Advisor Alliance bought 180 Lithia Motors shares in Q2 2026, an estimated $51.2K.
  • Lithia Motors made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #419 holding.
  • Independent Advisor Alliance first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Lithia Motors position peaked at $1.68M in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.