Planning Strategies Inc.’s Lithia Motors LAD Stock Holding History

Planning Strategies Inc.’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	$2.61K	Buy	+9	New	+$2.56K	﹤0.01%	523

Other funds holding LAD

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s LAD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Lithia Motors (LAD) in Q2 2026: 9 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #523 among its holdings.

123 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Planning Strategies Inc. held 9 shares of Lithia Motors worth $2.61K as of Q2 2026.
Lithia Motors was a new Planning Strategies Inc. position in Q2 2026.
Lithia Motors made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #523 holding.
123 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.