Ogorek Anthony Joseph’s Lithia Motors LAD Stock Holding History

Ogorek Anthony Joseph’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	$2K	Hold	7	–	–	﹤0.01%	585
2026 Q1	$1K	Hold	7	–	–	﹤0.01%	610
2025 Q4	$2K	Hold	7	–	–	﹤0.01%	564
2025 Q3	$2K	Sell	7 -2	-22%	-$645	﹤0.01%	582
2025 Q2	$3K	Buy	9 +2	+29%	+$619	﹤0.01%	531
2025 Q1	$2K	Buy	+7	New	+$2.38K	﹤0.01%	563

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Ogorek Anthony Joseph's LAD Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Lithia Motors (LAD) position steady in Q2 2026 at 7 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Ogorek Anthony Joseph first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3K in Q2 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Ogorek Anthony Joseph held 7 shares of Lithia Motors worth $2K as of Q2 2026.
Ogorek Anthony Joseph left its Lithia Motors share count unchanged in Q2 2026.
Lithia Motors made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #585 holding.
Ogorek Anthony Joseph first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
Ogorek Anthony Joseph's Lithia Motors position peaked at $3K in Q2 2025.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.