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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

UBS Group's LAD Position: Q1 2026 in Review

UBS Group increased its Lithia Motors (LAD) stake by 191% in Q1 2026, buying an estimated $76.5M and bringing the position to 392,768 shares worth $98.1M. The position accounts for 0.01% of the portfolio, ranked #1068.

UBS Group first reported a position in LAD in Q4 2014 and has held it in 46 quarters since. The position peaked at $101M in Q2 2025. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

UBS Group held 392,768 shares of Lithia Motors worth $98.1M as of Q1 2026.
UBS Group bought 257,617 Lithia Motors shares in Q1 2026, an estimated $76.5M.
Lithia Motors made up 0.01% of UBS Group's portfolio in Q1 2026, its #1068 holding.
UBS Group first reported a position in Lithia Motors in Q4 2014 and has held it in 46 quarters since.
UBS Group's Lithia Motors position peaked at $101M in Q2 2025.
432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.