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Values First Advisors’s Lithia Motors LAD Stock Holding History

Values First 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
Q1 		$300K Buy
1,201
+180
+18% +$53.5K 0.16% 137
2025
Q4 		$339K Sell
1,021
-163
-14% -$51.8K 0.18% 132
2025
Q3 		$374K Sell
1,184
-52
-4% -$16.8K 0.2% 123
2025
Q2 		$418K Sell
1,236
-846
-41% -$262K 0.23% 118
2025
Q1 		$610K Sell
2,082
-10
-0.5% -$3.4K 0.36% 72
2024
Q4 		$748K Sell
2,092
-198
-9% -$69.7K 0.41% 67
2024
Q3 		$727K Sell
2,290
-233
-9% -$65K 0.39% 67
2024
Q2 		$637K Sell
2,523
-56
-2% -$14.7K 0.38% 69
2024
Q1 		$776K Buy
2,579
+76
+3% +$22.5K 0.45% 67
2023
Q4 		$824K Sell
2,503
-377
-13% -$103K 0.5% 63
2023
Q3 		$851K Buy
2,880
+1,298
+82% +$396K 0.55% 56
2023
Q2 		$481K Buy
1,582
+1,573
+17,478% +$377K 0.29% 96
2023
Q1 		$2.02K Buy
+9
New +$2.19K ﹤0.01% 321

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

Values First Advisors's LAD Position: Q1 2026 in Review

Values First Advisors increased its Lithia Motors (LAD) stake by 18% in Q1 2026, buying an estimated $53.5K and bringing the position to 1,201 shares worth $300K. The position accounts for 0.16% of the portfolio, ranked #137.

Values First Advisors first reported a position in LAD in Q1 2023 and has held it in 13 quarters since. The position peaked at $851K in Q3 2023. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Values First Advisors held 1,201 shares of Lithia Motors worth $300K as of Q1 2026.
  • Values First Advisors bought 180 Lithia Motors shares in Q1 2026, an estimated $53.5K.
  • Lithia Motors made up 0.16% of Values First Advisors's portfolio in Q1 2026, its #137 holding.
  • Values First Advisors first reported a position in Lithia Motors in Q1 2023 and has held it in 13 quarters since.
  • Values First Advisors's Lithia Motors position peaked at $851K in Q3 2023.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.