Inspire Investing
LAD icon

Inspire Investing’s Lithia Motors LAD Stock Holding History

Inspire Investing’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 		$543K Sell
1,859
-1,228
-40% -$428K 0.02% 953
2026
Q2 		$897K Buy
3,087
+343
+13% +$97.5K 0.04% 410
2026
Q1 		$685K Buy
2,744
+2,404
+707% +$714K 0.04% 384
2025
Q4 		$113K Buy
+340
New +$108K 0.01% 855
2025
Q3 		– Sell
-1,434
Closed -$485K – 903
2025
Q2 		$485K Buy
1,434
+63
+5% +$19.5K 0.05% 267
2025
Q1 		$402K Sell
1,371
-2,990
-69% -$1.02M 0.05% 302
2024
Q4 		$1.56M Sell
4,361
-566
-11% -$199K 0.17% 131
2024
Q3 		$1.56M Sell
4,927
-286
-5% -$79.7K 0.16% 132
2024
Q2 		$1.32M Buy
5,213
+148
+3% +$38.7K 0.15% 165
2024
Q1 		$1.52M Buy
5,065
+525
+12% +$155K 0.16% 164
2023
Q4 		$1.49M Buy
4,540
+107
+2% +$29.4K 0.16% 154
2023
Q3 		$1.31M Buy
4,433
+85
+2% +$25.9K 0.17% 159
2023
Q2 		$1.32M Buy
4,348
+2,953
+212% +$707K 0.16% 152
2023
Q1 		$319K Buy
1,395
+55
+4% +$13.4K 0.04% 360
2022
Q4 		$274K Buy
1,340
+210
+19% +$44.9K 0.04% 333
2022
Q3 		$242K Buy
1,130
+200
+22% +$52.3K 0.03% 315
2022
Q2 		$256K Sell
930
-18
-2% -$5.25K 0.03% 314
2022
Q1 		$285K Buy
948
+96
+11% +$30K 0.03% 342
2021
Q4 		$253K Buy
852
+192
+29% +$59.3K 0.03% 354
2021
Q3 		$209K Sell
660
-264
-29% -$91.9K 0.03% 788
2021
Q2 		$318K Buy
924
+28
+3% +$10.1K 0.04% 514
2021
Q1 		$350K Sell
896
-96
-10% -$34.5K 0.05% 463
2020
Q4 		$290K Buy
+992
New +$271K 0.06% 463
2020
Q3 		– Sell
-1,550
Closed -$235K – 508
2020
Q2 		$235K Sell
1,550
-904
-37% -$103K 0.08% 328
2020
Q1 		$201K Buy
+2,454
New +$296K 0.08% 432
2018
Q1 		– Sell
-480
Closed -$55K – 469
2017
Q4 		$55K Buy
+480
New +$55.8K 0.05% 624

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

Inspire Investing's LAD Position: Q3 2026 in Review

Inspire Investing reduced its Lithia Motors (LAD) stake by 40% in Q3 2026, selling an estimated $428K and leaving 1,859 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #953.

Inspire Investing first reported a position in LAD in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.56M in Q3 2024. 373 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Inspire Investing held 1,859 shares of Lithia Motors worth $543K as of Q3 2026.
  • Inspire Investing sold 1,228 Lithia Motors shares in Q3 2026, an estimated $428K.
  • Lithia Motors made up 0.02% of Inspire Investing's portfolio in Q3 2026, its #953 holding.
  • Inspire Investing first reported a position in Lithia Motors in Q4 2017 and has held it in 26 quarters since.
  • Inspire Investing's Lithia Motors position peaked at $1.56M in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.