Rockefeller Capital Management
LAD icon

Rockefeller Capital Management’s Lithia Motors LAD Stock Holding History

Rockefeller Capital 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 		$639K Buy
2,198
+624
+40% +$177K ﹤0.01% 1956
2026
Q1 		$393K Buy
1,574
+1,237
+367% +$367K ﹤0.01% 2113
2025
Q4 		$112K Buy
337
+174
+107% +$55.3K ﹤0.01% 2664
2025
Q3 		$51.7K Buy
+163
New +$52.6K ﹤0.01% 2899
2023
Q4 		– Sell
-11,323
Closed -$3.34M – 1577
2023
Q3 		$3.34M Sell
11,323
-74,375
-87% -$22.7M 0.01% 683
2023
Q2 		$26.1M Buy
+85,698
New +$20.5M 0.1% 211
2023
Q1 		– Sell
-701
Closed -$142K – 3032
2022
Q4 		$142K Sell
701
-68
-9% -$14.5K ﹤0.01% 1836
2022
Q3 		$163K Sell
769
-23
-3% -$6.01K ﹤0.01% 1738
2022
Q2 		$217K Buy
792
+516
+187% +$150K ﹤0.01% 1608
2022
Q1 		$82K Buy
276
+118
+75% +$36.8K ﹤0.01% 2075
2021
Q4 		$46K Buy
158
+72
+84% +$22.2K ﹤0.01% 2257
2021
Q3 		$27K Hold
86
– – ﹤0.01% 2454
2021
Q2 		$29K Buy
86
+66
+330% +$23.9K ﹤0.01% 2314
2021
Q1 		$7K Buy
20
+5
+33% +$1.8K ﹤0.01% 2759
2020
Q4 		$4K Buy
15
+8
+114% +$2.19K ﹤0.01% 2495
2020
Q3 		$1K Buy
+7
New +$1.57K ﹤0.01% 2500
2019
Q2 		– Sell
-89
Closed -$8K – 1820
2019
Q1 		$8K Hold
89
– – ﹤0.01% 1533
2018
Q4 		$7K Hold
89
– – ﹤0.01% 759
2018
Q3 		$7K Hold
89
– – ﹤0.01% 639
2018
Q2 		$8K Buy
+89
New +$8.81K ﹤0.01% 645

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

Rockefeller Capital Management's LAD Position: Q2 2026 in Review

Rockefeller Capital Management increased its Lithia Motors (LAD) stake by 40% in Q2 2026, buying an estimated $177K and bringing the position to 2,198 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Rockefeller Capital Management first reported a position in LAD in Q2 2018 and has held it in 20 quarters since. The position peaked at $26.1M in Q2 2023. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Rockefeller Capital Management held 2,198 shares of Lithia Motors worth $639K as of Q2 2026.
  • Rockefeller Capital Management bought 624 Lithia Motors shares in Q2 2026, an estimated $177K.
  • Lithia Motors made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1956 holding.
  • Rockefeller Capital Management first reported a position in Lithia Motors in Q2 2018 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Lithia Motors position peaked at $26.1M in Q2 2023.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.