KAS
LAD icon

Kestra Advisory Services’s Lithia Motors LAD Stock Holding History

Kestra Advisory Services’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 		– Sell
-204
Closed -$67.8K – 3820
2025
Q4 		$67.8K Buy
+204
New +$64.8K ﹤0.01% 3735
2024
Q2 		– Sell
-685
Closed -$206K – 2656
2024
Q1 		$206K Sell
685
-2,264
-77% -$669K ﹤0.01% 2254
2023
Q4 		$971K Sell
2,949
-160
-5% -$43.9K 0.01% 1133
2023
Q3 		$918K Buy
3,109
+67
+2% +$20.4K 0.01% 1037
2023
Q2 		$925K Sell
3,042
-42
-1% -$10.1K 0.01% 1019
2023
Q1 		$706K Sell
3,084
-368
-11% -$89.5K 0.01% 1114
2022
Q4 		$707K Buy
3,452
+1,311
+61% +$280K 0.01% 1215
2022
Q3 		$459K Sell
2,141
-27
-1% -$7.05K ﹤0.01% 1366
2022
Q2 		$596K Buy
2,168
+104
+5% +$30.3K 0.01% 1220
2022
Q1 		$619K Sell
2,064
-2
-0.1% -$624 0.01% 1170
2021
Q4 		$614K Sell
2,066
-1,558
-43% -$481K 0.01% 1208
2021
Q3 		$1.15M Buy
+3,624
New +$1.26M 0.01% 946

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 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 $34.3B AUM 22.63% 1-Year Est. Return

Kestra Advisory Services's LAD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 204 shares — an estimated $67.8K sold.

Kestra Advisory Services first reported a position in LAD in Q3 2021 and held it in 12 quarters. The position peaked at $1.15M in Q3 2021. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Kestra Advisory Services reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 204 Lithia Motors shares in Q1 2026, an estimated $67.8K.
  • Kestra Advisory Services first reported a position in Lithia Motors in Q3 2021 and held it in 12 quarters.
  • Kestra Advisory Services's Lithia Motors position peaked at $1.15M in Q3 2021.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.