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Tidal Investments’s Lithia Motors LAD Stock Holding History

Tidal Investments’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
Q1 		$832K Buy
3,331
+144
+5% +$42.8K ﹤0.01% 1574
2025
Q4 		$1.06M Buy
3,187
+101
+3% +$32.1K ﹤0.01% 1239
2025
Q3 		$975K Sell
3,086
-467
-13% -$151K ﹤0.01% 1230
2025
Q2 		$1.2M Buy
3,553
+1,254
+55% +$388K 0.01% 953
2025
Q1 		$675K Sell
2,299
-308
-12% -$105K 0.01% 1160
2024
Q4 		$932K Sell
2,607
-1,320
-34% -$465K 0.01% 1041
2024
Q3 		$1.25M Buy
3,927
+648
+20% +$181K 0.01% 887
2024
Q2 		$828K Buy
3,279
+1,417
+76% +$371K 0.01% 1001
2024
Q1 		$560K Sell
1,862
-99
-5% -$29.3K 0.01% 1139
2023
Q4 		$646K Sell
1,961
-431
-18% -$118K 0.02% 834
2023
Q3 		$706K Sell
2,392
-63
-3% -$19.2K 0.02% 680
2023
Q2 		$747K Sell
2,455
-332
-12% -$79.5K 0.02% 633
2023
Q1 		$638K Buy
+2,787
New +$678K 0.02% 658
2021
Q4 		– Sell
-663
Closed -$210K – 1041
2021
Q3 		$210K Buy
+663
New +$231K 0.01% 781

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $32.4B AUM 17.21% 1-Year Est. Return

Tidal Investments's LAD Position: Q1 2026 in Review

Tidal Investments increased its Lithia Motors (LAD) stake by 4.5% in Q1 2026, buying an estimated $42.8K and bringing the position to 3,331 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Tidal Investments first reported a position in LAD in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.25M in Q3 2024. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Tidal Investments held 3,331 shares of Lithia Motors worth $832K as of Q1 2026.
  • Tidal Investments bought 144 Lithia Motors shares in Q1 2026, an estimated $42.8K.
  • Lithia Motors made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1574 holding.
  • Tidal Investments first reported a position in Lithia Motors in Q3 2021 and has held it in 14 quarters since.
  • Tidal Investments's Lithia Motors position peaked at $1.25M in Q3 2024.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.