Quaker Wealth Management
LAD icon

Quaker Wealth Management’s Lithia Motors LAD Stock Holding History

Quaker Wealth 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
Q3 		$584 Hold
2
– – ﹤0.01% 687
2026
Q2 		$581 Hold
2
– – ﹤0.01% 709
2026
Q1 		$500 Buy
+2
New +$594 ﹤0.01% 700

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New York State Teachers Retirement System (NYSTRS)
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Harfst & Associates
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Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Amalgamated Bank
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Red Spruce Capital
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Campbell Newman Asset Management
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Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Quaker Wealth Management's LAD Position: Q3 2026 in Review

Quaker Wealth Management held its Lithia Motors (LAD) position steady in Q3 2026 at 2 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Quaker Wealth Management first reported a position in LAD in Q1 2026 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Quaker Wealth Management held 2 shares of Lithia Motors worth $584 as of Q3 2026.
  • Quaker Wealth Management left its Lithia Motors share count unchanged in Q3 2026.
  • Lithia Motors made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #687 holding.
  • Quaker Wealth Management first reported a position in Lithia Motors in Q1 2026 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.