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Action Point Financial Planning’s Lithia Motors LAD Stock Holding History

Action Point Financial Planning’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 		$6.1K Buy
+22
New +$6.25K ﹤0.01% 1716

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

Action Point Financial Planning's LAD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Lithia Motors (LAD) in Q2 2026: 22 shares worth $6.1K. The stake represents ﹤0.01% of the portfolio and ranks #1716 among its holdings.

440 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Action Point Financial Planning held 22 shares of Lithia Motors worth $6.1K as of Q2 2026.
  • Lithia Motors was a new Action Point Financial Planning position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1716 holding.
  • 440 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.