Royal London Asset Management’s Lithia Motors LAD Stock Holding History

Royal London Asset 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
2026 Q2	$22.2M	Sell	76,408 -160,649	-68%	-$45.7M	0.04%	309
2026 Q1	$59.2M	Sell	237,057 -1,973	-0.8%	-$586K	0.12%	154
2025 Q4	$79.4M	Sell	239,030 -5,270	-2%	-$1.67M	0.17%	126
2025 Q3	$77.2M	Sell	244,300 -12,524	-5%	-$4.04M	0.17%	123
2025 Q2	$86.8M	Sell	256,824 -82,116	-24%	-$25.4M	0.2%	100
2025 Q1	$99.5M	Sell	338,940 -23,082	-6%	-$7.86M	0.24%	83
2024 Q4	$129M	Buy	362,022 +55,142	+18%	+$19.4M	0.32%	57
2024 Q3	$97.5M	Sell	306,880 -255,947	-45%	-$71.3M	0.24%	80
2024 Q2	$142M	Sell	562,827 -68,203	-11%	-$17.9M	0.36%	56
2024 Q1	$190M	Buy	631,030 +14,176	+2%	+$4.19M	0.47%	44
2023 Q4	$203M	Sell	616,854 -34,372	-5%	-$9.43M	0.58%	34
2023 Q3	$192M	Sell	651,226 -27,550	-4%	-$8.4M	0.62%	30
2023 Q2	$206M	Buy	678,776 +34,271	+5%	+$8.21M	0.67%	29
2023 Q1	$148M	Sell	644,505 -10,881	-2%	-$2.65M	0.59%	35
2022 Q4	$134M	Buy	655,386 +67,523	+11%	+$14.4M	0.6%	33
2022 Q3	$126M	Buy	587,863 +33,465	+6%	+$8.74M	0.64%	35
2022 Q2	$153M	Buy	554,398 +242,086	+78%	+$70.6M	0.7%	32
2022 Q1	$93.5M	Buy	+312,312	New	+$97.5M	0.37%	54

Other funds holding LAD

ACM

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $3.37T 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

Royal London Asset Management's LAD Position: Q2 2026 in Review

Royal London Asset Management reduced its Lithia Motors (LAD) stake by 68% in Q2 2026, selling an estimated $45.7M and leaving 76,408 shares worth $22.2M. The position accounts for 0.04% of the portfolio, ranked #309.

Royal London Asset Management first reported a position in LAD in Q1 2022 and has held it in 18 quarters since. The position peaked at $206M in Q2 2023. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Royal London Asset Management held 76,408 shares of Lithia Motors worth $22.2M as of Q2 2026.
Royal London Asset Management sold 160,649 Lithia Motors shares in Q2 2026, an estimated $45.7M.
Lithia Motors made up 0.04% of Royal London Asset Management's portfolio in Q2 2026, its #309 holding.
Royal London Asset Management first reported a position in Lithia Motors in Q1 2022 and has held it in 18 quarters since.
Royal London Asset Management's Lithia Motors position peaked at $206M in Q2 2023.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.