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R Squared’s Lithia Motors LAD Stock Holding History

R Squared’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 		$389K Sell
1,338
-311
-19% -$88.4K 0.2% 151
2026
Q1 		$412K Buy
1,649
+943
+134% +$280K 0.23% 120
2025
Q4 		$235K Sell
706
-540
-43% -$171K 0.11% 306
2025
Q3 		$394K Sell
1,246
-164
-12% -$52.9K 0.17% 187
2025
Q2 		$476K Buy
1,410
+160
+13% +$49.5K 0.26% 111
2025
Q1 		$367K Buy
1,250
+1,220
+4,067% +$415K 0.39% 95
2024
Q4 		$10.7K Buy
+30
New +$10.6K 0.01% 1128

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

R Squared's LAD Position: Q2 2026 in Review

R Squared reduced its Lithia Motors (LAD) stake by 19% in Q2 2026, selling an estimated $88.4K and leaving 1,338 shares worth $389K. The position accounts for 0.2% of the portfolio, ranked #151.

R Squared first reported a position in LAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $476K in Q2 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • R Squared held 1,338 shares of Lithia Motors worth $389K as of Q2 2026.
  • R Squared sold 311 Lithia Motors shares in Q2 2026, an estimated $88.4K.
  • Lithia Motors made up 0.2% of R Squared's portfolio in Q2 2026, its #151 holding.
  • R Squared first reported a position in Lithia Motors in Q4 2024 and has held it in 7 quarters since.
  • R Squared's Lithia Motors position peaked at $476K in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.