Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Lithia Motors LAD Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$798K Sell
2,748
-2,932
-52% -$833K ﹤0.01% 1651
2026
Q1 		$1.42M Hold
5,680
– – ﹤0.01% 1379
2025
Q4 		$1.89M Sell
5,680
-441
-7% -$140K ﹤0.01% 1276
2025
Q3 		$1.93M Sell
6,121
-724
-11% -$234K ﹤0.01% 1311
2025
Q2 		$2.31M Sell
6,845
-3,259
-32% -$1.01M ﹤0.01% 1170
2025
Q1 		$2.97M Sell
10,104
-6,339
-39% -$2.16M 0.01% 1006
2024
Q4 		$5.88M Buy
+16,443
New +$5.79M 0.01% 668

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
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's LAD Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Lithia Motors (LAD) stake by 52% in Q2 2026, selling an estimated $833K and leaving 2,748 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in LAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.88M in Q4 2024. 280 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 2,748 shares of Lithia Motors worth $798K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 2,932 Lithia Motors shares in Q2 2026, an estimated $833K.
  • Lithia Motors made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1651 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Lithia Motors in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Lithia Motors position peaked at $5.88M in Q4 2024.
  • 280 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.