STA
LAD icon

Summit Trail Advisors’s Lithia Motors LAD Stock Holding History

Summit Trail 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 		$1.92M Buy
6,622
+1,546
+30% +$439K 0.02% 632
2026
Q1 		$1.27M Buy
5,076
+3,079
+154% +$915K 0.02% 820
2025
Q4 		$664K Sell
1,997
-373
-16% -$118K 0.01% 996
2025
Q3 		$749K Buy
2,370
+1,569
+196% +$506K 0.01% 962
2025
Q2 		$271K Buy
+801
New +$248K ﹤0.01% 969
2018
Q1 		– Sell
-3
Closed – – 1112
2017
Q4 		$0 Buy
+3
New +$349 ﹤0.01% 2040

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

Summit Trail Advisors's LAD Position: Q2 2026 in Review

Summit Trail Advisors increased its Lithia Motors (LAD) stake by 30% in Q2 2026, buying an estimated $439K and bringing the position to 6,622 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #632.

Summit Trail Advisors first reported a position in LAD in Q4 2017 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Summit Trail Advisors held 6,622 shares of Lithia Motors worth $1.92M as of Q2 2026.
  • Summit Trail Advisors bought 1,546 Lithia Motors shares in Q2 2026, an estimated $439K.
  • Lithia Motors made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #632 holding.
  • Summit Trail Advisors first reported a position in Lithia Motors in Q4 2017 and has held it in 6 quarters since.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.