Activest Wealth Management
LAD icon

Activest Wealth Management’s Lithia Motors LAD Stock Holding History

Activest Wealth Management’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
Q3 		$292 Hold
1
– – ﹤0.01% 941
2026
Q2 		$290 Buy
+1
New +$284 ﹤0.01% 1125

Other funds holding LAD

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Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Activest Wealth Management's LAD Position: Q3 2026 in Review

Activest Wealth Management held its Lithia Motors (LAD) position steady in Q3 2026 at 1 share worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Activest Wealth Management first reported a position in LAD in Q2 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Activest Wealth Management held 1 share of Lithia Motors worth $292 as of Q3 2026.
  • Activest Wealth Management left its Lithia Motors share count unchanged in Q3 2026.
  • Lithia Motors made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #941 holding.
  • Activest Wealth Management first reported a position in Lithia Motors in Q2 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.