Innealta Capital
LAD icon

Innealta Capital’s Lithia Motors LAD Stock Holding History

Innealta Capital’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
Q3 		$205K Hold
703
– – 0.11% 69
2026
Q2 		$204K Buy
+703
New +$200K 0.11% 80
2026
Q1 		– Sell
-703
Closed -$234K – 84
2025
Q4 		$234K Hold
703
– – 0.13% 67
2025
Q3 		$222K Hold
703
– – 0.11% 85
2025
Q2 		$237K Buy
+703
New +$217K 0.13% 79
2025
Q1 		– Sell
-731
Closed -$261K – 129
2024
Q4 		$261K Sell
731
-293
-29% -$103K 0.13% 80
2024
Q3 		$325K Sell
1,024
-142
-12% -$39.6K 0.13% 87
2024
Q2 		$294K Buy
+1,166
New +$305K 0.1% 93

Other funds holding LAD

Abrams Capital Management
Abrams Capital Management Boston, Massachusetts $4.81B AUM 10.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Innealta Capital's LAD Position: Q3 2026 in Review

Innealta Capital held its Lithia Motors (LAD) position steady in Q3 2026 at 703 shares worth $205K. The position accounts for 0.11% of the portfolio, ranked #69.

Innealta Capital first reported a position in LAD in Q2 2024 and has held it in 8 quarters since. The position peaked at $325K in Q3 2024. 373 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Innealta Capital held 703 shares of Lithia Motors worth $205K as of Q3 2026.
  • Innealta Capital left its Lithia Motors share count unchanged in Q3 2026.
  • Lithia Motors made up 0.11% of Innealta Capital's portfolio in Q3 2026, its #69 holding.
  • Innealta Capital first reported a position in Lithia Motors in Q2 2024 and has held it in 8 quarters since.
  • Innealta Capital's Lithia Motors position peaked at $325K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Innealta Capital's 13F filing for Q3 2026, filed 2 Nov 2026.