Mercer Global Advisors
LAD icon

Mercer Global Advisors’s Lithia Motors LAD Stock Holding History

Mercer Global Advisors’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 		$905K Buy
3,115
+2,176
+232% +$618K ﹤0.01% 1818
2026
Q1 		$234K Sell
939
-632
-40% -$188K ﹤0.01% 2680
2025
Q4 		$522K Buy
1,571
+77
+5% +$24.4K ﹤0.01% 1828
2025
Q3 		$472K Buy
1,494
+211
+16% +$68.1K ﹤0.01% 1784
2025
Q2 		$433K Buy
1,283
+85
+7% +$26.3K ﹤0.01% 1639
2025
Q1 		$352K Hold
1,198
– – ﹤0.01% 1673
2024
Q4 		$428K Sell
1,198
-168
-12% -$59.2K ﹤0.01% 1534
2024
Q3 		$433K Buy
1,366
+263
+24% +$73.3K ﹤0.01% 1411
2024
Q2 		$279K Sell
1,103
-122
-10% -$31.9K ﹤0.01% 1615
2024
Q1 		$369K Sell
1,225
-338
-22% -$99.9K ﹤0.01% 1447
2023
Q4 		$515K Buy
1,563
+179
+13% +$49.1K ﹤0.01% 1313
2023
Q3 		$409K Buy
1,384
+78
+6% +$23.8K ﹤0.01% 1352
2023
Q2 		$397K Sell
1,306
-387
-23% -$92.7K ﹤0.01% 1345
2023
Q1 		$388K Buy
1,693
+488
+40% +$119K ﹤0.01% 1343
2022
Q4 		$247K Buy
1,205
+45
+4% +$9.62K ﹤0.01% 1602
2022
Q3 		$249K Sell
1,160
-614
-35% -$160K ﹤0.01% 1524
2022
Q2 		$488K Sell
1,774
-106
-6% -$30.9K ﹤0.01% 1159
2022
Q1 		$564K Sell
1,880
-3,356
-64% -$1.05M ﹤0.01% 1167
2021
Q4 		$1.55M Sell
5,236
-9
-0.2% -$2.78K 0.01% 711
2021
Q3 		$1.66M Buy
5,245
+596
+13% +$208K 0.01% 673
2021
Q2 		$1.6M Buy
4,649
+3,449
+287% +$1.25M 0.01% 653
2021
Q1 		$468K Sell
1,200
-277
-19% -$99.5K ﹤0.01% 1113
2020
Q4 		$432K Sell
1,477
-1
-0.1% -$274 0.01% 920
2020
Q3 		$337K Sell
1,478
-74
-5% -$16.6K 0.01% 915
2020
Q2 		$235K Buy
+1,552
New +$178K ﹤0.01% 938

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

Mercer Global Advisors's LAD Position: Q2 2026 in Review

Mercer Global Advisors increased its Lithia Motors (LAD) stake by 232% in Q2 2026, buying an estimated $618K and bringing the position to 3,115 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Mercer Global Advisors first reported a position in LAD in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.66M in Q3 2021. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Mercer Global Advisors held 3,115 shares of Lithia Motors worth $905K as of Q2 2026.
  • Mercer Global Advisors bought 2,176 Lithia Motors shares in Q2 2026, an estimated $618K.
  • Lithia Motors made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1818 holding.
  • Mercer Global Advisors first reported a position in Lithia Motors in Q2 2020 and has held it in 25 quarters since.
  • Mercer Global Advisors's Lithia Motors position peaked at $1.66M in Q3 2021.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.