UBS Group
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UBS Group’s Lithia Motors LAD Stock Holding History

UBS 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
2025
Q3 		– Sell
-11,000
Closed -$3.72M – 10641
2025
Q2 		$3.72M Hold
11,000
– – ﹤0.01% 4178
2025
Q1 		$3.23M Buy
+11,000
New +$3.75M ﹤0.01% 4245
2021
Q1 		– Sell
-63,700
Closed -$18.6M – 9258
2020
Q4 		$18.6M Buy
+63,700
New +$17.4M 0.01% 1381
2015
Q1 		– Sell
-800
Closed -$69K – 9081
2014
Q4 		$69K Buy
+800
New +$62K ﹤0.01% 6080

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 $3.37T 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

UBS Group's LAD Position: Q2 2026 in Review

UBS Group reduced its Lithia Motors (LAD) stake by 30% in Q2 2026, selling an estimated $33.7M and leaving 274,345 shares worth $79.7M. The position accounts for 0.01% of the portfolio, ranked #1301.

UBS Group first reported a position in LAD in Q4 2014 and has held it in 47 quarters since. The position peaked at $101M in Q2 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • UBS Group held 274,345 shares of Lithia Motors worth $79.7M as of Q2 2026.
  • UBS Group sold 118,423 Lithia Motors shares in Q2 2026, an estimated $33.7M.
  • Lithia Motors made up 0.01% of UBS Group's portfolio in Q2 2026, its #1301 holding.
  • UBS Group first reported a position in Lithia Motors in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Lithia Motors position peaked at $101M in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.