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Twin Peaks Wealth Advisors’s Lithia Motors LAD Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-19
Closed -$4.75K – 1304
2026
Q1 		$4.75K Buy
+19
New +$5.64K ﹤0.01% 1415
2025
Q3 		– Sell
-9
Closed -$2.71K – 1234
2025
Q2 		$2.71K Buy
+9
New +$2.78K ﹤0.01% 1536

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Twin Peaks Wealth Advisors's LAD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 19 shares — an estimated $4.75K sold.

Twin Peaks Wealth Advisors first reported a position in LAD in Q2 2025 and held it in 2 quarters. The position peaked at $4.75K in Q1 2026. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 19 Lithia Motors shares in Q2 2026, an estimated $4.75K.
  • Twin Peaks Wealth Advisors first reported a position in Lithia Motors in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Lithia Motors position peaked at $4.75K in Q1 2026.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.