Wealth Enhancement Advisory Services
LAD icon

Wealth Enhancement Advisory Services’s Lithia Motors LAD Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.05M Buy
3,342
+2,228
+200% +$633K ﹤0.01% 2035
2026
Q1 		$281K Sell
1,114
-502
-31% -$149K ﹤0.01% 2844
2025
Q4 		$528K Sell
1,616
-421
-21% -$134K ﹤0.01% 2432
2025
Q3 		$620K Buy
2,037
+177
+10% +$57.1K ﹤0.01% 2188
2025
Q2 		$657K Buy
1,860
+19
+1% +$5.88K ﹤0.01% 2018
2025
Q1 		$541K Buy
1,841
+997
+118% +$340K ﹤0.01% 2003
2024
Q4 		$302K Buy
844
+64
+8% +$22.5K ﹤0.01% 2376
2024
Q3 		$248K Buy
+780
New +$217K ﹤0.01% 2310
2024
Q2 		– Sell
-2,489
Closed -$749K – 2660
2024
Q1 		$749K Buy
2,489
+98
+4% +$29K ﹤0.01% 1362
2023
Q4 		$787K Sell
2,391
-63
-3% -$17.3K ﹤0.01% 1267
2023
Q3 		$725K Buy
+2,454
New +$748K ﹤0.01% 1235

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

Wealth Enhancement Advisory Services's LAD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Lithia Motors (LAD) stake by 200% in Q2 2026, buying an estimated $633K and bringing the position to 3,342 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Wealth Enhancement Advisory Services first reported a position in LAD in Q3 2023 and has held it in 11 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,342 shares of Lithia Motors worth $1.05M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,228 Lithia Motors shares in Q2 2026, an estimated $633K.
  • Lithia Motors made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2035 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lithia Motors in Q3 2023 and has held it in 11 quarters since.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.