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Inspire Advisors’s Lithia Motors LAD Stock Holding History

Inspire Advisors’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 		$676K Sell
2,708
-61
-2% -$18.1K 0.06% 280
2025
Q4 		$920K Buy
2,769
+2
+0.1% +$635 0.08% 169
2025
Q3 		$874K Sell
2,767
-289
-9% -$93.2K 0.08% 185
2025
Q2 		$1.03M Buy
3,056
+213
+7% +$65.9K 0.11% 138
2025
Q1 		$835K Buy
2,843
+2,137
+303% +$728K 0.1% 144
2024
Q4 		$252K Sell
706
-66
-9% -$23.3K 0.03% 321
2024
Q3 		$245K Buy
+772
New +$215K 0.03% 319
2024
Q2 		– Sell
-692
Closed -$208K – 434
2024
Q1 		$208K Buy
692
+74
+12% +$21.9K 0.03% 321
2023
Q4 		$203K Buy
+618
New +$170K 0.03% 298

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

Inspire Advisors's LAD Position: Q1 2026 in Review

Inspire Advisors reduced its Lithia Motors (LAD) stake by 2.2% in Q1 2026, selling an estimated $18.1K and leaving 2,708 shares worth $676K. The position accounts for 0.06% of the portfolio, ranked #280.

Inspire Advisors first reported a position in LAD in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q2 2025. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Inspire Advisors held 2,708 shares of Lithia Motors worth $676K as of Q1 2026.
  • Inspire Advisors sold 61 Lithia Motors shares in Q1 2026, an estimated $18.1K.
  • Lithia Motors made up 0.06% of Inspire Advisors's portfolio in Q1 2026, its #280 holding.
  • Inspire Advisors first reported a position in Lithia Motors in Q4 2023 and has held it in 9 quarters since.
  • Inspire Advisors's Lithia Motors position peaked at $1.03M in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.