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MAI Capital Management’s Lithia Motors LAD Stock Holding History

MAI Capital Management’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 		– Sell
-79
Closed -$19.7K – 3516
2026
Q1 		$19.7K Sell
79
-147
-65% -$43.7K ﹤0.01% 2795
2025
Q4 		$75.1K Sell
226
-133
-37% -$42.2K ﹤0.01% 1791
2025
Q3 		$113K Buy
359
+279
+349% +$90K ﹤0.01% 1507
2025
Q2 		$27K Buy
80
+37
+86% +$11.4K ﹤0.01% 2202
2025
Q1 		$12.6K Hold
43
– – ﹤0.01% 2392
2024
Q4 		$15.4K Buy
+43
New +$15.1K ﹤0.01% 2338

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

MAI Capital Management's LAD Position: Q2 2026 in Review

MAI Capital Management sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 79 shares — an estimated $19.7K sold.

MAI Capital Management first reported a position in LAD in Q4 2024 and held it in 6 quarters. The position peaked at $113K in Q3 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • MAI Capital Management reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 79 Lithia Motors shares in Q2 2026, an estimated $19.7K.
  • MAI Capital Management first reported a position in Lithia Motors in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Lithia Motors position peaked at $113K in Q3 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.