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Kelleher Financial Advisors’s Lithia Motors LAD Stock Holding History

Kelleher Financial 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 		$90.1K Sell
310
-40
-11% -$11.4K 0.01% 384
2026
Q1 		$87.4K Hold
350
– – 0.02% 310
2025
Q4 		$116K Hold
350
– – 0.03% 286
2025
Q3 		$111K Buy
+350
New +$113K 0.03% 239

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

Kelleher Financial Advisors's LAD Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Lithia Motors (LAD) stake by 11% in Q2 2026, selling an estimated $11.4K and leaving 310 shares worth $90.1K. The position accounts for 0.01% of the portfolio, ranked #384.

Kelleher Financial Advisors first reported a position in LAD in Q3 2025 and has held it in 4 quarters since. The position peaked at $116K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Kelleher Financial Advisors held 310 shares of Lithia Motors worth $90.1K as of Q2 2026.
  • Kelleher Financial Advisors sold 40 Lithia Motors shares in Q2 2026, an estimated $11.4K.
  • Lithia Motors made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #384 holding.
  • Kelleher Financial Advisors first reported a position in Lithia Motors in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's Lithia Motors position peaked at $116K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.