Retirement Wealth Solutions’s Lithia Motors LAD Stock Holding History

Retirement Wealth Solutions’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	$6.13K	Sell	21 -8	-28%	-$2.79K	﹤0.01%	347
2026 Q2	$8.42K	Buy	29 +2	+7%	+$568	﹤0.01%	251
2026 Q1	$6.74K	Sell	27 -3	-10%	-$891	﹤0.01%	267
2025 Q4	$10K	Hold	30	–	–	0.01%	223
2025 Q3	$9.48K	Sell	30 -1	-3%	-$323	0.01%	235
2025 Q2	$10.5K	Hold	31	–	–	0.01%	234
2025 Q1	$9.1K	Hold	31	–	–	0.01%	234
2024 Q4	$10.6K	Buy	+31	New	+$10.9K	0.01%	223

Other funds holding LAD

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Retirement Wealth Solutions's LAD Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Lithia Motors (LAD) stake by 28% in Q3 2026, selling an estimated $2.79K and leaving 21 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Retirement Wealth Solutions first reported a position in LAD in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.6K in Q4 2024. 106 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

Retirement Wealth Solutions held 21 shares of Lithia Motors worth $6.13K as of Q3 2026.
Retirement Wealth Solutions sold 8 Lithia Motors shares in Q3 2026, an estimated $2.79K.
Lithia Motors made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #347 holding.
Retirement Wealth Solutions first reported a position in Lithia Motors in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Lithia Motors position peaked at $10.6K in Q4 2024.
106 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.