Schroder Investment Management Group
LAD icon

Schroder Investment Management Group’s Lithia Motors LAD Stock Holding History

Schroder Investment Management Group’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 		$30.6M Sell
104,864
-1,073
-1% -$305K 0.02% 464
2026
Q1 		$26M Buy
105,937
+8,797
+9% +$2.61M 0.02% 482
2025
Q4 		$32.6M Buy
97,140
+17,685
+22% +$5.62M 0.02% 404
2025
Q3 		$25.5M Sell
79,455
-1,662
-2% -$536K 0.02% 471
2025
Q2 		$27.4M Sell
81,117
-12,142
-13% -$3.76M 0.02% 447
2025
Q1 		$27M Buy
93,259
+2,298
+3% +$783K 0.03% 435
2024
Q4 		$32.5M Sell
90,961
-5,442
-6% -$1.92M 0.03% 398
2024
Q3 		$30.9M Buy
+96,403
New +$26.9M 0.03% 404
2022
Q4 		– Sell
-1,309
Closed -$281K – 1306
2022
Q3 		$281K Sell
1,309
-28,541
-96% -$7.46M ﹤0.01% 1212
2022
Q2 		$8.56M Sell
29,850
-6,163
-17% -$1.8M 0.01% 682
2022
Q1 		$11.5M Sell
36,013
-2,622
-7% -$819K 0.02% 637
2021
Q4 		$11.5M Buy
38,635
+15,072
+64% +$4.66M 0.02% 587
2021
Q3 		$7.47M Buy
23,563
+19,628
+499% +$6.83M 0.01% 697
2021
Q2 		$1.35M Buy
3,935
+322
+9% +$116K ﹤0.01% 1086
2021
Q1 		$1.41M Sell
3,613
-34,037
-90% -$12.2M ﹤0.01% 1078
2020
Q4 		$11M Sell
37,650
-6,402
-15% -$1.75M 0.02% 607
2020
Q3 		$12M Buy
+44,052
New +$9.91M 0.02% 545
2018
Q4 		– Sell
-49
Closed -$4K – 1256
2018
Q3 		$4K Buy
+49
New +$4.32K ﹤0.01% 1266
2015
Q1 		– Sell
-35
Closed -$3K – 1274
2014
Q4 		$3K Buy
+35
New +$2.71K ﹤0.01% 1308

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

Schroder Investment Management Group's LAD Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Lithia Motors (LAD) stake by 1% in Q2 2026, selling an estimated $305K and leaving 104,864 shares worth $30.6M. The position accounts for 0.02% of the portfolio, ranked #464.

Schroder Investment Management Group first reported a position in LAD in Q4 2014 and has held it in 19 quarters since. The position peaked at $32.6M in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Schroder Investment Management Group held 104,864 shares of Lithia Motors worth $30.6M as of Q2 2026.
  • Schroder Investment Management Group sold 1,073 Lithia Motors shares in Q2 2026, an estimated $305K.
  • Lithia Motors made up 0.02% of Schroder Investment Management Group's portfolio in Q2 2026, its #464 holding.
  • Schroder Investment Management Group first reported a position in Lithia Motors in Q4 2014 and has held it in 19 quarters since.
  • Schroder Investment Management Group's Lithia Motors position peaked at $32.6M in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.