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Planning Strategies’s Lithia Motors LAD Stock Holding History

Planning Strategies’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 		$2.61K Buy
+9
New +$2.56K ﹤0.01% 523

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Planning Strategies's LAD Position: Q2 2026 in Review

Planning Strategies opened a new position in Lithia Motors (LAD) in Q2 2026: 9 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #523 among its holdings.

413 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Planning Strategies held 9 shares of Lithia Motors worth $2.61K as of Q2 2026.
  • Lithia Motors was a new Planning Strategies position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #523 holding.
  • 413 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.