Mirabella Financial Services’s Lithia Motors LAD Stock Holding History

Mirabella Financial Services’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 Q1	–	Sell	-777	Closed	-$258K	–	1054
2025 Q4	$258K	Sell	777 -3,862	-83%	-$1.23M	0.02%	516
2025 Q3	$1.46M	Buy	4,639 +2,718	+141%	+$877K	0.13%	155
2025 Q2	$652K	Sell	1,921 -18,589	-91%	-$5.75M	0.07%	171
2025 Q1	$6.04M	Buy	20,510 +17,494	+580%	+$5.96M	0.25%	64
2024 Q4	$1.08M	Buy	+3,016	New	+$1.06M	0.1%	161
2024 Q2	–	Sell	-3,600	Closed	-$1.08M	–	574
2024 Q1	$1.08M	Buy	+3,600	New	+$1.06M	0.08%	178
2023 Q4	–	Sell	-2,565	Closed	-$758K	–	514
2023 Q3	$758K	Buy	+2,565	New	+$782K	0.11%	182
2023 Q2	–	Sell	-1,412	Closed	-$323K	–	584
2023 Q1	$323K	Buy	+1,412	New	+$343K	0.05%	270
2021 Q4	–	Sell	-1,195	Closed	-$379K	–	517
2021 Q3	$379K	Buy	+1,195	New	+$416K	0.05%	279

Other funds holding LAD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mirabella Financial Services's LAD Position: Q1 2026 in Review

Mirabella Financial Services sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 777 shares — an estimated $258K sold.

Mirabella Financial Services first reported a position in LAD in Q3 2021 and held it in 9 quarters. The position peaked at $6.04M in Q1 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Mirabella Financial Services reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 777 Lithia Motors shares in Q1 2026, an estimated $258K.
Mirabella Financial Services first reported a position in Lithia Motors in Q3 2021 and held it in 9 quarters.
Mirabella Financial Services's Lithia Motors position peaked at $6.04M in Q1 2025.
436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.