MYIA
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Mount Yale Investment Advisors’s Lithia Motors LAD Stock Holding History

Mount Yale Investment 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 		$400K Buy
1,378
+25
+2% +$7.11K 0.01% 865
2026
Q1 		$338K Buy
+1,353
New +$402K 0.01% 845
2025
Q4 		– Sell
-890
Closed -$281K – 769
2025
Q3 		$281K Sell
890
-666
-43% -$215K 0.02% 537
2025
Q2 		$526K Buy
1,556
+43
+3% +$13.3K 0.04% 330
2025
Q1 		$444K Buy
1,513
+79
+6% +$26.9K 0.04% 351
2024
Q4 		$513K Sell
1,434
-36
-2% -$12.7K 0.04% 336
2024
Q3 		$467K Sell
1,470
-332
-18% -$92.6K 0.04% 360
2024
Q2 		$455K Buy
1,802
+3
+0.2% +$785 0.04% 361
2024
Q1 		$541K Buy
1,799
+6
+0.3% +$1.77K 0.04% 339
2023
Q4 		$590K Buy
1,793
+6
+0.3% +$1.65K 0.06% 288
2023
Q3 		$528K Sell
1,787
-81
-4% -$24.7K 0.06% 297
2023
Q2 		$568K Buy
1,868
+735
+65% +$176K 0.06% 289
2023
Q1 		$259K Buy
+1,133
New +$276K 0.03% 413
2022
Q1 		– Sell
-776
Closed -$230K – 487
2021
Q4 		$230K Sell
776
-1,055
-58% -$326K 0.02% 426
2021
Q3 		$581K Buy
1,831
+130
+8% +$45.3K 0.07% 260
2021
Q2 		$585K Buy
+1,701
New +$615K 0.07% 251
2021
Q1 		– Sell
-1,023
Closed -$299K – 434
2020
Q4 		$299K Buy
+1,023
New +$280K 0.04% 298
2018
Q4 		– Sell
-27
Closed -$2K – 553
2018
Q3 		$2K Sell
27
-1,147
-98% -$101K ﹤0.01% 904
2018
Q2 		$111K Sell
1,174
-177
-13% -$17.5K 0.02% 425
2018
Q1 		$136K Buy
+1,351
New +$153K 0.03% 369

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

Mount Yale Investment Advisors's LAD Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Lithia Motors (LAD) stake by 1.8% in Q2 2026, buying an estimated $7.11K and bringing the position to 1,378 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #865.

Mount Yale Investment Advisors first reported a position in LAD in Q1 2018 and has held it in 20 quarters since. The position peaked at $590K in Q4 2023. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Mount Yale Investment Advisors held 1,378 shares of Lithia Motors worth $400K as of Q2 2026.
  • Mount Yale Investment Advisors bought 25 Lithia Motors shares in Q2 2026, an estimated $7.11K.
  • Lithia Motors made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #865 holding.
  • Mount Yale Investment Advisors first reported a position in Lithia Motors in Q1 2018 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Lithia Motors position peaked at $590K in Q4 2023.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.