Back to LAD
Hennion & Walsh Asset Management, Inc. → LAD
Hennion & Walsh Asset Management, Inc. LAD Position History
Lithia Motors, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$725K
Q3 2026
Peak value
$725K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $553K |
| Q4 2025 | $582K |
| Q1 2026 | $437K |
| Q2 2026 | $603K |
| Q3 2026 | $725K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $725K | 2.5K | — | — |
| Q2 2026 | $603K | 2.1K | — | — |
| Q1 2026 | $437K | 1.8K | — | — |
| Q4 2025 | $582K | 1.8K | — | — |
| Q3 2025 | $553K | 1.8K | — | — |
Other funds holding LAD
$672.8M
$666.7M
$653.7M
$648.4M
$626.4M
$620.1M
$588.4M