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
2026
Q2 		$94.3M Buy
324,700
+149,100
+85% +$42.4M 0.01% 1162
2026
Q1 		$43.9M Buy
+175,600
New +$52.2M 0.01% 1781
2024
Q2 		– Sell
-98,900
Closed -$29.8M – 9842
2024
Q1 		$29.8M Buy
98,900
+35,900
+57% +$10.6M 0.01% 1400
2023
Q4 		$20.7M Buy
+63,000
New +$17.3M 0.01% 1557
2023
Q3 		– Sell
-28,300
Closed -$8.61M – 9736
2023
Q2 		$8.61M Sell
28,300
-1,700
-6% -$407K ﹤0.01% 2075
2023
Q1 		$6.87M Buy
+30,000
New +$7.3M ﹤0.01% 2222
2022
Q4 		– Sell
-79,600
Closed -$17.1M – 10954
2022
Q3 		$17.1M Buy
79,600
+63,600
+398% +$16.6M 0.01% 1394
2022
Q2 		$4.4M Buy
+16,000
New +$4.66M ﹤0.01% 2480
2022
Q1 		– Sell
-3,000
Closed -$891K – 10602
2021
Q4 		$891K Buy
+3,000
New +$927K ﹤0.01% 4492
2021
Q3 		– Sell
-10,000
Closed -$3.44M – 9824
2021
Q2 		$3.44M Buy
+10,000
New +$3.62M ﹤0.01% 3058
2015
Q1 		– Sell
-200
Closed -$17K – 9082
2014
Q4 		$17K Buy
+200
New +$15.5K ﹤0.01% 7881

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.