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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
Q2 		$365K Sell
1,257
-1,451
-54% -$412K 0.03% 467
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

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

Inspire Advisors's LAD Position: Q2 2026 in Review

Inspire Advisors reduced its Lithia Motors (LAD) stake by 54% in Q2 2026, selling an estimated $412K and leaving 1,257 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #467.

Inspire Advisors first reported a position in LAD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Inspire Advisors held 1,257 shares of Lithia Motors worth $365K as of Q2 2026.
  • Inspire Advisors sold 1,451 Lithia Motors shares in Q2 2026, an estimated $412K.
  • Lithia Motors made up 0.03% of Inspire Advisors's portfolio in Q2 2026, its #467 holding.
  • Inspire Advisors first reported a position in Lithia Motors in Q4 2023 and has held it in 10 quarters since.
  • Inspire Advisors's Lithia Motors position peaked at $1.03M in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.