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International Assets Investment Management’s Lithia Motors LAD Stock Holding History

International Assets Investment Management’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 		$22.6K Buy
+78
New +$22.2K ﹤0.01% 1568
2026
Q1 		– Sell
-5
Closed -$1.66K – 2310
2025
Q4 		$1.66K Buy
+5
New +$1.59K ﹤0.01% 1971

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

International Assets Investment Management's LAD Position: Q2 2026 in Review

International Assets Investment Management opened a new position in Lithia Motors (LAD) in Q2 2026: 78 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #1568 among its holdings. This is a return to the name: International Assets Investment Management previously reported a position in LAD as recently as Q4 2025.

International Assets Investment Management first reported a position in LAD in Q4 2025 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • International Assets Investment Management held 78 shares of Lithia Motors worth $22.6K as of Q2 2026.
  • Lithia Motors was a new International Assets Investment Management position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1568 holding.
  • International Assets Investment Management first reported a position in Lithia Motors in Q4 2025 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.