URS
LAD icon

Utah Retirement Systems’s Lithia Motors LAD Stock Holding History

Utah Retirement Systems’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 		$340K Sell
1,171
-93
-7% -$26.4K ﹤0.01% 890
2026
Q1 		$316K Sell
1,264
-2,900
-70% -$861K ﹤0.01% 842
2025
Q4 		$1.38M Sell
4,164
-88
-2% -$27.9K 0.01% 648
2025
Q3 		$1.34M Hold
4,252
– – 0.01% 655
2025
Q2 		$1.44M Sell
4,252
-41
-1% -$12.7K 0.02% 634
2025
Q1 		$1.26M Hold
4,293
– – 0.01% 667
2024
Q4 		$1.53M Sell
4,293
-200
-4% -$70.5K 0.02% 624
2024
Q3 		$1.43M Buy
4,493
+100
+2% +$27.9K 0.02% 654
2024
Q2 		$1.11M Sell
4,393
-300
-6% -$78.5K 0.01% 697
2024
Q1 		$1.41M Hold
4,693
– – 0.02% 663
2023
Q4 		$1.55M Buy
4,693
+54
+1% +$14.8K 0.02% 634
2023
Q3 		$1.37M Hold
4,639
– – 0.02% 632
2023
Q2 		$1.41M Sell
4,639
-200
-4% -$47.9K 0.02% 638
2023
Q1 		$1.11M Hold
4,839
– – 0.02% 715
2022
Q4 		$991K Hold
4,839
– – 0.02% 692
2022
Q3 		$1.04M Sell
4,839
-248
-5% -$64.8K 0.02% 676
2022
Q2 		$1.4M Sell
5,087
-157
-3% -$45.8K 0.02% 590
2022
Q1 		$1.57M Sell
5,244
-100
-2% -$31.2K 0.02% 614
2021
Q4 		$1.59M Buy
5,344
+44
+0.8% +$13.6K 0.02% 650
2021
Q3 		$1.68M Buy
5,300
+3,800
+253% +$1.32M 0.02% 623
2021
Q2 		$515K Buy
+1,500
New +$542K 0.01% 842

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

Utah Retirement Systems's LAD Position: Q2 2026 in Review

Utah Retirement Systems reduced its Lithia Motors (LAD) stake by 7.4% in Q2 2026, selling an estimated $26.4K and leaving 1,171 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Utah Retirement Systems first reported a position in LAD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.68M in Q3 2021. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Utah Retirement Systems held 1,171 shares of Lithia Motors worth $340K as of Q2 2026.
  • Utah Retirement Systems sold 93 Lithia Motors shares in Q2 2026, an estimated $26.4K.
  • Lithia Motors made up ﹤0.01% of Utah Retirement Systems's portfolio in Q2 2026, its #890 holding.
  • Utah Retirement Systems first reported a position in Lithia Motors in Q2 2021 and has held it in 21 quarters since.
  • Utah Retirement Systems's Lithia Motors position peaked at $1.68M in Q3 2021.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.