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Atria Wealth Solutions’s AutoNation AN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-2,349
Closed -$380K – 1478
2025
Q1 		$380K Buy
2,349
+1,100
+88% +$196K ﹤0.01% 1341
2024
Q4 		$212K Sell
1,249
-8
-0.6% -$1.35K ﹤0.01% 1797
2024
Q3 		$225K Hold
1,257
– – ﹤0.01% 1705
2024
Q2 		$200K Hold
1,257
– – ﹤0.01% 1785
2024
Q1 		$208K Buy
+1,257
New +$185K ﹤0.01% 1801
2023
Q2 		– Sell
-2,148
Closed -$289K – 1868
2023
Q1 		$289K Sell
2,148
-763
-26% -$97.9K ﹤0.01% 1444
2022
Q4 		$312K Hold
2,911
– – 0.01% 1340
2022
Q3 		$297K Sell
2,911
-226
-7% -$26.5K 0.01% 1307
2022
Q2 		$351K Sell
3,137
-189
-6% -$21.4K 0.01% 1135
2022
Q1 		$331K Buy
+3,326
New +$368K 0.01% 1268

Other funds holding AN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Atria Wealth Solutions's AN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of AutoNation (AN) in Q2 2025, closing a stake of 2,349 shares — an estimated $380K sold.

Atria Wealth Solutions first reported a position in AN in Q1 2022 and held it in 10 quarters. The position peaked at $380K in Q1 2025. 494 funds tracked by Wall St. Rank hold AN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining AutoNation position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,349 AutoNation shares in Q2 2025, an estimated $380K.
  • Atria Wealth Solutions first reported a position in AutoNation in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's AutoNation position peaked at $380K in Q1 2025.
  • 494 funds tracked by Wall St. Rank held AutoNation as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.