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Stephens Inc’s Lithia Motors LAD Stock Holding History

Stephens Inc’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
2025
Q4 		– Sell
-1,077
Closed -$340K – 1349
2025
Q3 		$340K Buy
1,077
+27
+3% +$8.71K ﹤0.01% 987
2025
Q2 		$355K Sell
1,050
-517
-33% -$160K ﹤0.01% 951
2025
Q1 		$460K Buy
1,567
+878
+127% +$299K 0.01% 847
2024
Q4 		$246K Sell
689
-7
-1% -$2.47K ﹤0.01% 1095
2024
Q3 		$221K Buy
+696
New +$194K ﹤0.01% 1160
2024
Q1 		– Sell
-656
Closed -$216K – 1333
2023
Q4 		$216K Buy
+656
New +$180K ﹤0.01% 1054
2023
Q3 		– Sell
-727
Closed -$221K – 1262
2023
Q2 		$221K Sell
727
-3,430
-83% -$821K ﹤0.01% 1029
2023
Q1 		$952K Buy
+4,157
New +$1.01M 0.02% 544
2022
Q3 		– Sell
-1,063
Closed -$292K – 1236
2022
Q2 		$292K Sell
1,063
-380
-26% -$111K 0.01% 928
2022
Q1 		$433K Sell
1,443
-143
-9% -$44.6K 0.01% 865
2021
Q4 		$471K Sell
1,586
-601
-27% -$186K 0.01% 869
2021
Q3 		$693K Sell
2,187
-621
-22% -$216K 0.01% 755
2021
Q2 		$965K Buy
2,808
+585
+26% +$212K 0.01% 674
2021
Q1 		$867K Buy
2,223
+1,389
+167% +$499K 0.01% 664
2020
Q4 		$244K Buy
+834
New +$228K ﹤0.01% 1017
2016
Q1 		– Sell
-5,615
Closed -$599K – 777
2015
Q4 		$599K Sell
5,615
-890
-14% -$102K 0.03% 409
2015
Q3 		$703K Sell
6,505
-3,131
-32% -$351K 0.04% 376
2015
Q2 		$1.09M Sell
9,636
-1,580
-14% -$168K 0.05% 347
2015
Q1 		$1.11M Sell
11,216
-21,454
-66% -$1.93M 0.05% 335
2014
Q4 		$2.83M Sell
32,670
-7,037
-18% -$545K 0.13% 168
2014
Q3 		$3M Sell
39,707
-69
-0.2% -$6.11K 0.15% 167
2014
Q2 		$3.74M Buy
39,776
+3,295
+9% +$252K 0.19% 131
2014
Q1 		$2.42M Buy
+36,481
New +$2.28M 0.13% 185

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Stephens Inc's LAD Position: Q4 2025 in Review

Stephens Inc sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 1,077 shares — an estimated $340K sold.

Stephens Inc first reported a position in LAD in Q1 2014 and held it in 23 quarters. The position peaked at $3.74M in Q2 2014. 481 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • Stephens Inc reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 1,077 Lithia Motors shares in Q4 2025, an estimated $340K.
  • Stephens Inc first reported a position in Lithia Motors in Q1 2014 and held it in 23 quarters.
  • Stephens Inc's Lithia Motors position peaked at $3.74M in Q2 2014.
  • 481 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.