Abacus Planning Group’s AutoNation AN Stock Holding History

Abacus Planning Group’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Sell	1,534 -183	-11%	-$35.8K	0.04%	209
2026 Q1	$335K	Sell	1,717 -158	-8%	-$31.9K	0.05%	184
2025 Q4	$387K	Hold	1,875	–	–	0.05%	163
2025 Q3	$410K	Hold	1,875	–	–	0.06%	151
2025 Q2	$372K	Hold	1,875	–	–	0.06%	160
2025 Q1	$304K	Hold	1,875	–	–	0.05%	163
2024 Q4	$318K	Hold	1,875	–	–	0.06%	158
2024 Q3	$335K	Hold	1,875	–	–	0.06%	155
2024 Q2	$299K	Sell	1,875 -198	-10%	-$32.3K	0.06%	161
2024 Q1	$343K	Buy	2,073 +236	+13%	+$34.7K	0.07%	134
2023 Q4	$276K	Sell	1,837 -43	-2%	-$5.93K	0.06%	154
2023 Q3	$285K	Hold	1,880	–	–	0.07%	141
2023 Q2	$309K	Buy	+1,880	New	+$261K	0.07%	135

Other funds holding AN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abacus Planning Group's AN Position: Q2 2026 in Review

Abacus Planning Group reduced its AutoNation (AN) stake by 11% in Q2 2026, selling an estimated $35.8K and leaving 1,534 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #209.

Abacus Planning Group first reported a position in AN in Q2 2023 and has held it in 13 quarters since. The position peaked at $410K in Q3 2025. 508 funds tracked by Wall St. Rank hold AN as of Q2 2026.

Abacus Planning Group held 1,534 shares of AutoNation worth $285K as of Q2 2026.
Abacus Planning Group sold 183 AutoNation shares in Q2 2026, an estimated $35.8K.
AutoNation made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #209 holding.
Abacus Planning Group first reported a position in AutoNation in Q2 2023 and has held it in 13 quarters since.
Abacus Planning Group's AutoNation position peaked at $410K in Q3 2025.
508 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.