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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
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

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

Innealta Capital's LAD Position: Q1 2026 in Review

Innealta Capital sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 703 shares — an estimated $234K sold.

Innealta Capital first reported a position in LAD in Q2 2024 and held it in 6 quarters. The position peaked at $325K in Q3 2024. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Innealta Capital reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Innealta Capital sold 703 Lithia Motors shares in Q1 2026, an estimated $234K.
  • Innealta Capital first reported a position in Lithia Motors in Q2 2024 and held it in 6 quarters.
  • Innealta Capital's Lithia Motors position peaked at $325K in Q3 2024.
  • 433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Innealta Capital's 13F filing for Q1 2026, filed 4 May 2026.