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Novem Group’s Lithia Motors LAD Stock Holding History

Novem Group’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 		$297K Sell
1,024
-79
-7% -$22.5K 0.03% 359
2026
Q1 		$275K Sell
1,103
-289
-21% -$85.8K 0.03% 366
2025
Q4 		$463K Buy
1,392
+645
+86% +$205K 0.05% 279
2025
Q3 		$236K Buy
747
+104
+16% +$33.5K 0.03% 370
2025
Q2 		$217K Buy
+643
New +$199K 0.03% 372

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

Novem Group's LAD Position: Q2 2026 in Review

Novem Group reduced its Lithia Motors (LAD) stake by 7.2% in Q2 2026, selling an estimated $22.5K and leaving 1,024 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #359.

Novem Group first reported a position in LAD in Q2 2025 and has held it in 5 quarters since. The position peaked at $463K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Novem Group held 1,024 shares of Lithia Motors worth $297K as of Q2 2026.
  • Novem Group sold 79 Lithia Motors shares in Q2 2026, an estimated $22.5K.
  • Lithia Motors made up 0.03% of Novem Group's portfolio in Q2 2026, its #359 holding.
  • Novem Group first reported a position in Lithia Motors in Q2 2025 and has held it in 5 quarters since.
  • Novem Group's Lithia Motors position peaked at $463K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.