Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Lithia Motors LAD Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$365K Sell
1,255
-1,623
-56% -$461K ﹤0.01% 1159
2026
Q1 		$719K Sell
2,878
-2,070
-42% -$615K ﹤0.01% 946
2025
Q4 		$1.64M Sell
4,948
-118
-2% -$37.5K ﹤0.01% 828
2025
Q3 		$1.6M Buy
+5,066
New +$1.63M ﹤0.01% 831
2025
Q2 		– Sell
-296
Closed -$86.9K – 1086
2025
Q1 		$86.9K Buy
+296
New +$101K ﹤0.01% 1041
2024
Q4 		– Sell
-325
Closed -$103K – 1066
2024
Q3 		$103K Buy
+325
New +$90.6K ﹤0.01% 1042
2023
Q3 		– Sell
-924
Closed -$281K – 1171
2023
Q2 		$281K Sell
924
-117
-11% -$28K ﹤0.01% 963
2023
Q1 		$238K Sell
1,041
-166
-14% -$40.4K ﹤0.01% 1038
2022
Q4 		$247K Buy
1,207
+127
+12% +$27.1K ﹤0.01% 1030
2022
Q3 		$232K Buy
1,080
+154
+17% +$40.2K ﹤0.01% 1026
2022
Q2 		$254K Sell
926
-1,465
-61% -$427K ﹤0.01% 1031
2022
Q1 		$718K Hold
2,391
– – ﹤0.01% 955
2021
Q4 		$710K Sell
2,391
-68
-3% -$21K ﹤0.01% 993
2021
Q3 		$780K Buy
2,459
+100
+4% +$34.8K ﹤0.01% 984
2021
Q2 		$791K Sell
2,359
-132
-5% -$47.7K ﹤0.01% 988
2021
Q1 		$729K Sell
2,491
-1,409
-36% -$506K ﹤0.01% 944
2020
Q4 		$1.14M Sell
3,900
-1,300
-25% -$356K ﹤0.01% 896
2020
Q3 		$1.19M Sell
5,200
-100
-2% -$22.5K ﹤0.01% 844
2020
Q2 		$802K Buy
5,300
+500
+10% +$57.2K ﹤0.01% 885
2020
Q1 		$393K Hold
4,800
– – ﹤0.01% 987
2019
Q4 		$706K Sell
4,800
-900
-16% -$135K ﹤0.01% 968
2019
Q3 		$755K Buy
+5,700
New +$728K ﹤0.01% 945

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 $3.38T AUM 44.17% 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

Mitsubishi UFJ Trust & Banking's LAD Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Lithia Motors (LAD) stake by 56% in Q2 2026, selling an estimated $461K and leaving 1,255 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Mitsubishi UFJ Trust & Banking first reported a position in LAD in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.64M in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 1,255 shares of Lithia Motors worth $365K as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 1,623 Lithia Motors shares in Q2 2026, an estimated $461K.
  • Lithia Motors made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #1159 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Lithia Motors in Q3 2019 and has held it in 22 quarters since.
  • Mitsubishi UFJ Trust & Banking's Lithia Motors position peaked at $1.64M in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.