VH
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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HA
Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Visionary Horizons's LAD Position: Q2 2026 in Review

Visionary Horizons reduced its Lithia Motors (LAD) stake by 76% in Q2 2026, selling an estimated $686K and leaving 763 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #135.

Visionary Horizons first reported a position in LAD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2025. 136 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Visionary Horizons held 763 shares of Lithia Motors worth $222K as of Q2 2026.
  • Visionary Horizons sold 2,413 Lithia Motors shares in Q2 2026, an estimated $686K.
  • Lithia Motors made up 0.09% of Visionary Horizons's portfolio in Q2 2026, its #135 holding.
  • Visionary Horizons first reported a position in Lithia Motors in Q3 2025 and has held it in 4 quarters since.
  • Visionary Horizons's Lithia Motors position peaked at $1.04M in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.