Rafferty Asset Management
LAD icon

Rafferty Asset Management’s Lithia Motors LAD Stock Holding History

Rafferty Asset Management’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 		$428K Buy
1,475
+179
+14% +$50.9K ﹤0.01% 931
2026
Q1 		$324K Sell
1,296
-149
-10% -$44.3K ﹤0.01% 947
2025
Q4 		$480K Sell
1,445
-15
-1% -$4.76K ﹤0.01% 915
2025
Q3 		$461K Sell
1,460
-62
-4% -$20K ﹤0.01% 914
2025
Q2 		$514K Buy
1,522
+32
+2% +$9.9K ﹤0.01% 881
2025
Q1 		$437K Sell
1,490
-208
-12% -$70.8K ﹤0.01% 895
2024
Q4 		$607K Sell
1,698
-453
-21% -$160K ﹤0.01% 877
2024
Q3 		$683K Sell
2,151
-168
-7% -$46.8K ﹤0.01% 873
2024
Q2 		$585K Buy
2,319
+505
+28% +$132K ﹤0.01% 914
2024
Q1 		$546K Sell
1,814
-406
-18% -$120K ﹤0.01% 951
2023
Q4 		$731K Buy
2,220
+700
+46% +$192K ﹤0.01% 878
2023
Q3 		$449K Sell
1,520
-667
-30% -$203K ﹤0.01% 946
2023
Q2 		$665K Buy
2,187
+346
+19% +$82.9K ﹤0.01% 909
2023
Q1 		$421K Buy
1,841
+122
+7% +$29.7K ﹤0.01% 988
2022
Q4 		$352K Buy
1,719
+38
+2% +$8.12K ﹤0.01% 969
2022
Q3 		$361K Buy
1,681
+717
+74% +$187K ﹤0.01% 951
2022
Q2 		$265K Sell
964
-724
-43% -$211K ﹤0.01% 956
2022
Q1 		$507K Sell
1,688
-1,655
-50% -$517K ﹤0.01% 986
2021
Q4 		$993K Buy
3,343
+458
+16% +$141K 0.01% 861
2021
Q3 		$915K Sell
2,885
-145
-5% -$50.5K 0.01% 864
2021
Q2 		$1.04M Buy
3,030
+1,192
+65% +$431K 0.01% 873
2021
Q1 		$717K Buy
1,838
+922
+101% +$331K ﹤0.01% 874
2020
Q4 		$268K Sell
916
-1,894
-67% -$518K ﹤0.01% 862
2020
Q3 		$641K Buy
2,810
+1,424
+103% +$320K 0.01% 654
2020
Q2 		$210K Buy
+1,386
New +$159K ﹤0.01% 919
2018
Q4 		– Sell
-3,421
Closed -$279K – 677
2018
Q3 		$279K Buy
+3,421
New +$302K ﹤0.01% 632
2018
Q1 		– Sell
-2,590
Closed -$294K – 709
2017
Q4 		$294K Buy
+2,590
New +$301K 0.01% 658
2016
Q3 		– Sell
-7,514
Closed -$534K – 506
2016
Q2 		$534K Buy
+7,514
New +$602K 0.04% 392

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

Rafferty Asset Management's LAD Position: Q2 2026 in Review

Rafferty Asset Management increased its Lithia Motors (LAD) stake by 14% in Q2 2026, buying an estimated $50.9K and bringing the position to 1,475 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Rafferty Asset Management first reported a position in LAD in Q2 2016 and has held it in 28 quarters since. The position peaked at $1.04M in Q2 2021. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Rafferty Asset Management held 1,475 shares of Lithia Motors worth $428K as of Q2 2026.
  • Rafferty Asset Management bought 179 Lithia Motors shares in Q2 2026, an estimated $50.9K.
  • Lithia Motors made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #931 holding.
  • Rafferty Asset Management first reported a position in Lithia Motors in Q2 2016 and has held it in 28 quarters since.
  • Rafferty Asset Management's Lithia Motors position peaked at $1.04M in Q2 2021.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.