Position in LAD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$34,277
+$4,811 QoQ
Shares Held
118
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#344
of 440 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Blue Trust, Inc. holds $1,210,145 across 10 Auto & Truck Dealerships names. LAD ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
3,722 | $691,510 | |
| 2 | CARG |
CarGurus, Inc.
|
3,293 | $112,257 | |
| 3 | GPI |
Group 1 Automotive Inc
|
373 | $108,606 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
599 | $107,190 | |
| 5 | CVNA |
Carvana Co.
|
1,022 | $67,267 | |
| 6 | ABG |
Asbury Automotive Group Inc
|
318 | $63,942 | |
| 7 | LAD |
Lithia Motors Inc
This page
|
118 | $34,277 | |
| 8 | VVV |
Valvoline Inc
|
461 | $18,227 |
All Filings in LAD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,277 | 118 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $29,466 | 118 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $48,852 | 147 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $46,452 | 147 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $53,713 | 159 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $43,150 | 147 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $52,542 | 147 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $63,527 | 200 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $33,827 | 134 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $21,961 | 73 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $3,971 | 81 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $17,130 | 61 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6 | 28 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $58 | 282 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $35,217 | 180 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $19,952 | 93 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $42,045 | 153 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||