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Mather Group’s Lithia Motors LAD Stock Holding History

Mather Group’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 		$71.2K Hold
245
– – ﹤0.01% 1021
2026
Q1 		$61.2K Buy
+245
New +$72.8K ﹤0.01% 1014
2025
Q4 		– Sell
-256
Closed -$80.9K – 1197
2025
Q3 		$80.9K Buy
+256
New +$82.6K ﹤0.01% 806
2025
Q2 		– Sell
-288
Closed -$84.5K – 1224
2025
Q1 		$84.5K Hold
288
– – ﹤0.01% 786
2024
Q4 		$103K Hold
288
– – ﹤0.01% 733
2024
Q3 		$91.5K Sell
288
-54
-16% -$15.1K ﹤0.01% 756
2024
Q2 		$103K Sell
342
-3
-0.9% -$785 ﹤0.01% 804
2024
Q1 		$114K Buy
+345
New +$102K ﹤0.01% 671

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

Mather Group's LAD Position: Q2 2026 in Review

Mather Group held its Lithia Motors (LAD) position steady in Q2 2026 at 245 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Mather Group first reported a position in LAD in Q1 2024 and has held it in 8 quarters since. The position peaked at $114K in Q1 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Mather Group held 245 shares of Lithia Motors worth $71.2K as of Q2 2026.
  • Mather Group left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1021 holding.
  • Mather Group first reported a position in Lithia Motors in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Lithia Motors position peaked at $114K in Q1 2024.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.