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Swiss Life Asset Management’s Lithia Motors LAD Stock Holding History

Swiss Life 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 		$442K Buy
1,522
+123
+9% +$35K ﹤0.01% 1035
2026
Q1 		$349K Buy
1,399
+68
+5% +$20.2K ﹤0.01% 1048
2025
Q4 		$442K Buy
1,331
+101
+8% +$32.1K ﹤0.01% 834
2025
Q3 		$389K Buy
1,230
+552
+81% +$178K ﹤0.01% 802
2025
Q2 		$229K Buy
+678
New +$210K ﹤0.01% 781

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Swiss Life Asset Management's LAD Position: Q2 2026 in Review

Swiss Life Asset Management increased its Lithia Motors (LAD) stake by 8.8% in Q2 2026, buying an estimated $35K and bringing the position to 1,522 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Swiss Life Asset Management first reported a position in LAD in Q2 2025 and has held it in 5 quarters since. The position peaked at $442K in Q4 2025. 310 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Swiss Life Asset Management held 1,522 shares of Lithia Motors worth $442K as of Q2 2026.
  • Swiss Life Asset Management bought 123 Lithia Motors shares in Q2 2026, an estimated $35K.
  • Lithia Motors made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1035 holding.
  • Swiss Life Asset Management first reported a position in Lithia Motors in Q2 2025 and has held it in 5 quarters since.
  • Swiss Life Asset Management's Lithia Motors position peaked at $442K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.