LWM
CACC icon

Lodestone Wealth Management’s Credit Acceptance CACC Stock Holding History

Lodestone Wealth Management’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$617K Buy
1,456
+100
+7% +$47.2K 0.24% 91
2025
Q4 		$601K Buy
1,356
+124
+10% +$57.5K 0.24% 92
2025
Q3 		$575K Sell
1,232
-90
-7% -$44.9K 0.26% 91
2025
Q2 		$673K Buy
1,322
+131
+11% +$64.4K 0.33% 76
2025
Q1 		$615K Sell
1,191
-182
-13% -$90K 0.33% 75
2024
Q4 		$645K Sell
1,373
-101
-7% -$46.8K 0.32% 79
2024
Q3 		$654K Sell
1,474
-4
-0.3% -$1.97K 0.33% 74
2024
Q2 		$761K Sell
1,478
-19
-1% -$9.68K 0.4% 67
2024
Q1 		$826K Buy
1,497
+310
+26% +$170K 0.43% 66
2023
Q4 		$632K Buy
1,187
+91
+8% +$40.9K 0.37% 69
2023
Q3 		$504K Sell
1,096
-144
-12% -$72.9K 0.35% 68
2023
Q2 		$630K Sell
1,240
-44
-3% -$20.6K 0.43% 61
2023
Q1 		$551K Buy
1,284
+20
+2% +$8.79K 0.42% 64
2022
Q4 		$600K Buy
+1,264
New +$580K 0.48% 57

Other funds holding CACC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $58.1B AUM 27.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Lodestone Wealth Management's CACC Position: Q1 2026 in Review

Lodestone Wealth Management increased its Credit Acceptance (CACC) stake by 7.4% in Q1 2026, buying an estimated $47.2K and bringing the position to 1,456 shares worth $617K. The position accounts for 0.24% of the portfolio, ranked #91.

Lodestone Wealth Management first reported a position in CACC in Q4 2022 and has held it in 14 quarters since. The position peaked at $826K in Q1 2024. 258 funds tracked by Wall St. Rank hold CACC as of Q1 2026.

  • Lodestone Wealth Management held 1,456 shares of Credit Acceptance worth $617K as of Q1 2026.
  • Lodestone Wealth Management bought 100 Credit Acceptance shares in Q1 2026, an estimated $47.2K.
  • Credit Acceptance made up 0.24% of Lodestone Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Lodestone Wealth Management first reported a position in Credit Acceptance in Q4 2022 and has held it in 14 quarters since.
  • Lodestone Wealth Management's Credit Acceptance position peaked at $826K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Credit Acceptance as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.