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Plante Moran Financial Advisors’s Lithia Motors LAD Stock Holding History

Plante Moran Financial Advisors’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 		– Sell
-77
Closed -$19.2K – 1620
2026
Q1 		$19.2K Hold
77
– – ﹤0.01% 433
2025
Q4 		$25.6K Hold
77
– – ﹤0.01% 410
2025
Q3 		$24.3K Hold
77
– – ﹤0.01% 441
2025
Q2 		$26K Hold
77
– – ﹤0.01% 445
2025
Q1 		$22.6K Hold
77
– – ﹤0.01% 470
2024
Q4 		$27.5K Hold
77
– – ﹤0.01% 436
2024
Q3 		$24.5K Hold
77
– – ﹤0.01% 494
2024
Q2 		$19.4K Hold
77
– – ﹤0.01% 489
2024
Q1 		$23.2K Hold
77
– – ﹤0.01% 482
2023
Q4 		$25.4K Hold
77
– – ﹤0.01% 418
2023
Q3 		$22.7K Hold
77
– – ﹤0.01% 410
2023
Q2 		$23.4K Hold
77
– – ﹤0.01% 414
2023
Q1 		$17.6K Hold
77
– – ﹤0.01% 471
2022
Q4 		$15.8K Hold
77
– – ﹤0.01% 510
2022
Q3 		$17K Sell
77
-7
-8% -$1.83K ﹤0.01% 494
2022
Q2 		$23K Buy
84
+7
+9% +$2.04K ﹤0.01% 440
2022
Q1 		$23K Hold
77
– – ﹤0.01% 469
2021
Q4 		$23K Hold
77
– – ﹤0.01% 523
2021
Q3 		$24K Hold
77
– – 0.01% 524
2021
Q2 		$26K Sell
77
-25
-25% -$9.04K 0.01% 508
2021
Q1 		$40K Buy
102
+25
+32% +$8.98K 0.01% 409
2020
Q4 		$23K Hold
77
– – 0.01% 503
2020
Q3 		$18K Buy
+77
New +$17.3K 0.01% 523
2018
Q2 		– Sell
-4
Closed – – 905
2018
Q1 		$0 Buy
+4
New +$453 ﹤0.01% 985
2017
Q1 		– Sell
-41
Closed -$4K – 955
2016
Q4 		$4K Buy
41
+14
+52% +$1.28K ﹤0.01% 755
2016
Q3 		$3K Buy
+27
New +$2.27K ﹤0.01% 789

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Plante Moran Financial Advisors's LAD Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 77 shares — an estimated $19.2K sold.

Plante Moran Financial Advisors first reported a position in LAD in Q3 2016 and held it in 26 quarters. The position peaked at $40K in Q1 2021. 211 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Plante Moran Financial Advisors reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 77 Lithia Motors shares in Q2 2026, an estimated $19.2K.
  • Plante Moran Financial Advisors first reported a position in Lithia Motors in Q3 2016 and held it in 26 quarters.
  • Plante Moran Financial Advisors's Lithia Motors position peaked at $40K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.