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LAD icon

Sachetta’s Lithia Motors LAD Stock Holding History

Sachetta’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 		$6.39K Buy
22
+10
+83% +$2.84K ﹤0.01% 579
2026
Q1 		$3K Buy
12
+7
+140% +$2.08K ﹤0.01% 806
2025
Q4 		$1.66K Hold
5
– – ﹤0.01% 825
2025
Q3 		$1.58K Hold
5
– – ﹤0.01% 878
2025
Q2 		$1.69K Hold
5
– – ﹤0.01% 852
2025
Q1 		$1.47K Hold
5
– – ﹤0.01% 856
2024
Q4 		$1.79K Hold
5
– – ﹤0.01% 854
2024
Q3 		$1.59K Hold
5
– – ﹤0.01% 939
2024
Q2 		$1.33K Buy
+5
New +$1.31K ﹤0.01% 968

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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