TI
LAD icon

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
Q2 		$1.07M Buy
3,694
+363
+11% +$103K ﹤0.01% 1710
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

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

Tidal Investments's LAD Position: Q2 2026 in Review

Tidal Investments increased its Lithia Motors (LAD) stake by 11% in Q2 2026, buying an estimated $103K and bringing the position to 3,694 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Tidal Investments first reported a position in LAD in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.25M in Q3 2024. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Tidal Investments held 3,694 shares of Lithia Motors worth $1.07M as of Q2 2026.
  • Tidal Investments bought 363 Lithia Motors shares in Q2 2026, an estimated $103K.
  • Lithia Motors made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1710 holding.
  • Tidal Investments first reported a position in Lithia Motors in Q3 2021 and has held it in 15 quarters since.
  • Tidal Investments's Lithia Motors position peaked at $1.25M in Q3 2024.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.