MCM
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MV Capital Management’s Lithia Motors LAD Stock Holding History

MV Capital Management’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
2025
Q2 		– Sell
-1
Closed -$294 – 1104
2025
Q1 		$294 Sell
1
-1
-50% -$341 ﹤0.01% 882
2024
Q4 		$715 Hold
2
– – ﹤0.01% 779
2024
Q3 		$636 Buy
2
+1
+100% +$279 ﹤0.01% 786
2024
Q2 		$253 Buy
+1
New +$262 ﹤0.01% 778

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MV Capital Management's LAD Position: Q2 2025 in Review

MV Capital Management sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 1 share — an estimated $294 sold.

MV Capital Management first reported a position in LAD in Q2 2024 and held it in 4 quarters. The position peaked at $715 in Q4 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • MV Capital Management reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • MV Capital Management sold 1 Lithia Motors share in Q2 2025, an estimated $294.
  • MV Capital Management first reported a position in Lithia Motors in Q2 2024 and held it in 4 quarters.
  • MV Capital Management's Lithia Motors position peaked at $715 in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on MV Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.