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Life Cycle Investment Partners’s Lithia Motors LAD Stock Holding History

Life Cycle Investment Partners’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 		$60.8M Buy
209,362
+25,698
+14% +$7.3M 0.28% 76
2026
Q1 		$45.9M Buy
183,664
+7,909
+5% +$2.35M 0.29% 79
2025
Q4 		$58.4M Buy
+175,755
New +$55.8M 0.41% 39

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

Life Cycle Investment Partners's LAD Position: Q2 2026 in Review

Life Cycle Investment Partners increased its Lithia Motors (LAD) stake by 14% in Q2 2026, buying an estimated $7.3M and bringing the position to 209,362 shares worth $60.8M. The position accounts for 0.28% of the portfolio, ranked #76.

Life Cycle Investment Partners first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. 441 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Life Cycle Investment Partners held 209,362 shares of Lithia Motors worth $60.8M as of Q2 2026.
  • Life Cycle Investment Partners bought 25,698 Lithia Motors shares in Q2 2026, an estimated $7.3M.
  • Lithia Motors made up 0.28% of Life Cycle Investment Partners's portfolio in Q2 2026, its #76 holding.
  • Life Cycle Investment Partners first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • 441 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Life Cycle Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.