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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
Q2 		– Sell
-1,201
Closed -$300K – 196
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

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

Values First Advisors's LAD Position: Q2 2026 in Review

Values First Advisors sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 1,201 shares — an estimated $300K sold.

Values First Advisors first reported a position in LAD in Q1 2023 and held it in 13 quarters. The position peaked at $851K in Q3 2023. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Values First Advisors reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Values First Advisors sold 1,201 Lithia Motors shares in Q2 2026, an estimated $300K.
  • Values First Advisors first reported a position in Lithia Motors in Q1 2023 and held it in 13 quarters.
  • Values First Advisors's Lithia Motors position peaked at $851K in Q3 2023.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.