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Smartleaf Asset Management’s Lithia Motors LAD Stock Holding History

Smartleaf 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 		$23.9K Hold
82
– – ﹤0.01% 1914
2026
Q1 		$20.2K Sell
82
-12
-13% -$3.56K ﹤0.01% 1950
2025
Q4 		$31.6K Buy
94
+16
+21% +$5.08K ﹤0.01% 1785
2025
Q3 		$25.1K Buy
78
+31
+66% +$10K ﹤0.01% 1718
2025
Q2 		$15.8K Sell
47
-42
-47% -$13K ﹤0.01% 1651
2025
Q1 		$25.8K Sell
89
-2
-2% -$681 ﹤0.01% 1475
2024
Q4 		$32.5K Buy
91
+16
+21% +$5.64K ﹤0.01% 1393
2024
Q3 		$24.1K Buy
75
+36
+92% +$10K ﹤0.01% 1248
2024
Q2 		$9.8K Buy
39
+17
+77% +$4.45K ﹤0.01% 1424
2024
Q1 		$6.67K Buy
+22
New +$6.5K ﹤0.01% 1124

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

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

Smartleaf Asset Management held its Lithia Motors (LAD) position steady in Q2 2026 at 82 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Smartleaf Asset Management first reported a position in LAD in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.5K in Q4 2024. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Smartleaf Asset Management held 82 shares of Lithia Motors worth $23.9K as of Q2 2026.
  • Smartleaf Asset Management left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1914 holding.
  • Smartleaf Asset Management first reported a position in Lithia Motors in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Lithia Motors position peaked at $32.5K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.