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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

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

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. 444 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.
  • 444 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.