Hennion & Walsh Asset Management’s Lithia Motors LAD Stock Holding History

Hennion & Walsh Asset 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	$603K	Buy	2,075 +325	+19%	+$92.4K	0.02%	699
2026 Q1	$437K	Hold	1,750	–	–	0.01%	746
2025 Q4	$582K	Hold	1,750	–	–	0.02%	669
2025 Q3	$553K	Sell	1,750 -35	-2%	-$11.3K	0.02%	681
2025 Q2	$603K	Buy	1,785 +1,055	+145%	+$326K	0.02%	621
2025 Q1	$214K	Hold	730	–	–	0.01%	819
2024 Q4	$261K	Hold	730	–	–	0.01%	788
2024 Q3	$234K	Buy	+730	New	+$204K	0.01%	801
2024 Q2	–	Sell	-730	Closed	-$220K	–	878
2024 Q1	$220K	Hold	730	–	–	0.01%	777
2023 Q4	$240K	Hold	730	–	–	0.01%	739
2023 Q3	$216K	Hold	730	–	–	0.01%	732
2023 Q2	$222K	Buy	+730	New	+$175K	0.01%	731
2022 Q3	–	Sell	-730	Closed	-$200K	–	788
2022 Q2	$200K	Hold	730	–	–	0.01%	725
2022 Q1	$219K	Buy	730 +55	+8%	+$17.2K	0.01%	722
2021 Q4	$200K	Hold	675	–	–	0.01%	723
2021 Q3	$214K	Hold	675	–	–	0.01%	695
2021 Q2	$232K	Sell	675 -295	-30%	-$107K	0.01%	680
2021 Q1	$378K	Buy	+970	New	+$349K	0.02%	546

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

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

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

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return