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Peak Retirement Planning’s Lithia Motors LAD Stock Holding History

Peak Retirement Planning’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
2025
Q3 		– Sell
-4,584
Closed -$1.55M – 133
2025
Q2 		$1.55M Buy
4,584
+1,243
+37% +$384K 0.63% 33
2025
Q1 		$981K Buy
3,341
+906
+37% +$309K 0.54% 66
2024
Q4 		$874K Buy
+2,435
New +$858K 0.59% 51

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peak Retirement Planning's LAD Position: Q3 2025 in Review

Peak Retirement Planning sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 4,584 shares — an estimated $1.55M sold.

Peak Retirement Planning first reported a position in LAD in Q4 2024 and held it in 3 quarters. The position peaked at $1.55M in Q2 2025. 452 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

  • Peak Retirement Planning reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 4,584 Lithia Motors shares in Q3 2025, an estimated $1.55M.
  • Peak Retirement Planning first reported a position in Lithia Motors in Q4 2024 and held it in 3 quarters.
  • Peak Retirement Planning's Lithia Motors position peaked at $1.55M in Q2 2025.
  • 452 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Peak Retirement Planning's 13F filing for Q3 2025, filed 4 Nov 2025.