Handelsbanken Fonder’s Lithia Motors LAD Stock Holding History

Handelsbanken Fonder’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	$1.44M	Sell	4,958 -3,080	-38%	-$875K	﹤0.01%	960
2026 Q1	$2.01M	Hold	8,038	–	–	0.01%	727
2025 Q4	$2.67M	Buy	8,038 +1,080	+16%	+$343K	0.01%	648
2025 Q3	$2.2M	Hold	6,958	–	–	0.01%	692
2025 Q2	$2.35M	Sell	6,958 -300	-4%	-$92.8K	0.01%	599
2025 Q1	$2.13M	Hold	7,258	–	–	0.01%	629
2024 Q4	$2.59M	Sell	7,258 -200	-3%	-$70.5K	0.01%	581
2024 Q3	$2.37M	Buy	7,458 +1,800	+32%	+$502K	0.01%	606
2024 Q2	$1.43M	Buy	5,658 +400	+8%	+$105K	0.01%	693
2024 Q1	$1.58M	Hold	5,258	–	–	0.01%	673
2023 Q4	$1.73M	Hold	5,258	–	–	0.01%	592
2023 Q3	$1.55M	Hold	5,258	–	–	0.01%	602
2023 Q2	$1.6M	Buy	5,258 +700	+15%	+$168K	0.01%	592
2023 Q1	$1.04M	Hold	4,558	–	–	0.01%	676
2022 Q4	$933K	Hold	4,558	–	–	0.01%	686
2022 Q3	$978K	Hold	4,558	–	–	0.01%	668
2022 Q2	$1.25M	Hold	4,558	–	–	0.01%	619
2022 Q1	$1.37M	Buy	4,558 +100	+2%	+$31.2K	0.01%	681
2021 Q4	$1.32M	Sell	4,458 -100	-2%	-$30.9K	0.01%	766
2021 Q3	$1.45M	Hold	4,558	–	–	0.01%	723
2021 Q2	$1.57M	Hold	4,558	–	–	0.01%	702
2021 Q1	$1.78M	Hold	4,558	–	–	0.01%	638
2020 Q4	$1.33M	Hold	4,558	–	–	0.01%	715
2020 Q3	$1.04M	Hold	4,558	–	–	0.01%	711
2020 Q2	$690K	Buy	+4,558	New	+$522K	0.01%	814

Other funds holding LAD

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWM

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Handelsbanken Fonder's LAD Position: Q2 2026 in Review

Handelsbanken Fonder reduced its Lithia Motors (LAD) stake by 38% in Q2 2026, selling an estimated $875K and leaving 4,958 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Handelsbanken Fonder first reported a position in LAD in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.67M in Q4 2025. 45 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Handelsbanken Fonder held 4,958 shares of Lithia Motors worth $1.44M as of Q2 2026.
Handelsbanken Fonder sold 3,080 Lithia Motors shares in Q2 2026, an estimated $875K.
Lithia Motors made up ﹤0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #960 holding.
Handelsbanken Fonder first reported a position in Lithia Motors in Q2 2020 and has held it in 25 quarters since.
Handelsbanken Fonder's Lithia Motors position peaked at $2.67M in Q4 2025.
45 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.