Cromwell Holdings’s Lithia Motors LAD Stock Holding History

Cromwell Holdings’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	$2.32K	Buy	8 +2	+33%	+$568	﹤0.01%	810
2026 Q1	$1.5K	Hold	6	–	–	﹤0.01%	765
2025 Q4	$1.99K	Hold	6	–	–	﹤0.01%	694
2025 Q3	$1.9K	Hold	6	–	–	﹤0.01%	711
2025 Q2	$2.03K	Buy	6 +4	+200%	+$1.24K	﹤0.01%	682
2025 Q1	$587	Buy	+2	New	+$681	﹤0.01%	740

Other funds holding LAD

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return