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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
Q2 		$290 Buy
+1
New +$284 ﹤0.01% 1125

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Activest Wealth Management's LAD Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Lithia Motors (LAD) in Q2 2026: 1 share worth $290. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings.

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

  • Activest Wealth Management held 1 share of Lithia Motors worth $290 as of Q2 2026.
  • Lithia Motors was a new Activest Wealth Management position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1125 holding.
  • 110 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.