Visionary Horizons
LAD icon

Visionary Horizons’s Lithia Motors LAD Stock Holding History

Visionary Horizons’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 		– Sell
-763
Closed -$222K – 154
2026
Q2 		$222K Sell
763
-2,413
-76% -$686K 0.09% 135
2026
Q1 		$793K Buy
3,176
+51
+2% +$15.1K 0.39% 45
2025
Q4 		$1.04M Buy
3,125
+176
+6% +$55.9K 0.54% 34
2025
Q3 		$932K Buy
+2,949
New +$951K 0.52% 33

Other funds holding LAD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Visionary Horizons's LAD Position: Q3 2026 in Review

Visionary Horizons sold out of Lithia Motors (LAD) in Q3 2026, closing a stake of 763 shares — an estimated $222K sold.

Visionary Horizons first reported a position in LAD in Q3 2025 and held it in 4 quarters. The position peaked at $1.04M in Q4 2025. 161 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Visionary Horizons reported no remaining Lithia Motors position as of Q3 2026 after selling out during the quarter.
  • Visionary Horizons sold 763 Lithia Motors shares in Q3 2026, an estimated $222K.
  • Visionary Horizons first reported a position in Lithia Motors in Q3 2025 and held it in 4 quarters.
  • Visionary Horizons's Lithia Motors position peaked at $1.04M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.