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Steph & Co’s Lithia Motors LAD Stock Holding History

Steph & Co’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
-210
Closed -$52.4K – 303
2026
Q1 		$52.4K Sell
210
-106
-34% -$31.5K 0.02% 193
2025
Q4 		$105K Buy
+316
New +$100K 0.03% 141

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steph & Co's LAD Position: Q2 2026 in Review

Steph & Co sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 210 shares — an estimated $52.4K sold.

Steph & Co first reported a position in LAD in Q4 2025 and held it in 2 quarters. The position peaked at $105K in Q4 2025. 45 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Steph & Co reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Steph & Co sold 210 Lithia Motors shares in Q2 2026, an estimated $52.4K.
  • Steph & Co first reported a position in Lithia Motors in Q4 2025 and held it in 2 quarters.
  • Steph & Co's Lithia Motors position peaked at $105K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.