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Root Financial Partners’s Lithia Motors LAD Stock Holding History

Root Financial Partners’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 – 1925
2026
Q1 		$19.2K Sell
77
-31
-29% -$9.21K ﹤0.01% 1337
2025
Q4 		$35.9K Buy
108
+11
+11% +$3.49K ﹤0.01% 856
2025
Q3 		$30.7K Buy
+97
New +$31.3K ﹤0.01% 879

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's LAD Position: Q2 2026 in Review

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

Root Financial Partners first reported a position in LAD in Q3 2025 and held it in 3 quarters. The position peaked at $35.9K in Q4 2025. 123 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Root Financial Partners reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 77 Lithia Motors shares in Q2 2026, an estimated $19.2K.
  • Root Financial Partners first reported a position in Lithia Motors in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lithia Motors position peaked at $35.9K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.