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Sequoia Financial Advisors’s Lithia Motors LAD Stock Holding History

Sequoia Financial Advisors’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 		$241K Buy
+828
New +$235K ﹤0.01% 1845
2026
Q1 		– Sell
-877
Closed -$291K – 2001
2025
Q4 		$291K Buy
+877
New +$278K ﹤0.01% 1582

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's LAD Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Lithia Motors (LAD) in Q2 2026: 828 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1845 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in LAD as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in LAD in Q4 2025 and has held it in 2 quarters since. The position peaked at $291K in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Sequoia Financial Advisors held 828 shares of Lithia Motors worth $241K as of Q2 2026.
  • Lithia Motors was a new Sequoia Financial Advisors position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1845 holding.
  • Sequoia Financial Advisors first reported a position in Lithia Motors in Q4 2025 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's Lithia Motors position peaked at $291K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.