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 $5.7T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return