QCM
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QRG Capital Management’s Lithia Motors LAD Stock Holding History

QRG Capital 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 		$629K Buy
2,165
+109
+5% +$31K 0.01% 785
2026
Q1 		$514K Sell
2,056
-830
-29% -$247K 0.01% 779
2025
Q4 		$959K Buy
2,886
+599
+26% +$190K 0.01% 552
2025
Q3 		$723K Buy
2,287
+171
+8% +$55.2K 0.01% 604
2025
Q2 		$715K Buy
2,116
+74
+4% +$22.9K 0.01% 705
2025
Q1 		$599K Buy
2,042
+123
+6% +$41.9K 0.01% 709
2024
Q4 		$686K Sell
1,919
-152
-7% -$53.5K 0.01% 686
2024
Q3 		$658K Buy
2,071
+304
+17% +$84.7K 0.01% 696
2024
Q2 		$446K Sell
1,767
-155
-8% -$40.6K 0.01% 767
2024
Q1 		$578K Buy
1,922
+6
+0.3% +$1.77K 0.01% 701
2023
Q4 		$631K Buy
1,916
+67
+4% +$18.4K 0.01% 648
2023
Q3 		$546K Buy
+1,849
New +$564K 0.01% 637

Other funds holding LAD

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
SWM
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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return