AW
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Avion Wealth’s AutoNation AN Stock Holding History

Avion Wealth’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
Q3 		– Sell
-3
Closed – – 1401
2026
Q2 		$0 Hold
3
– – ﹤0.01% 1416
2026
Q1 		$0 Hold
3
– – ﹤0.01% 1219
2025
Q4 		$0 Hold
3
– – ﹤0.01% 1208
2025
Q3 		$0 Hold
3
– – ﹤0.01% 1173
2025
Q2 		$0 Buy
+3
New +$542 ﹤0.01% 1134
2023
Q4 		– Sell
-3
Closed – – 1076
2023
Q3 		$0 Buy
+3
New +$479 ﹤0.01% 795
2023
Q2 		– Sell
-4
Closed – – 702
2023
Q1 		$0 Buy
+4
New +$513 ﹤0.01% 523

Other funds holding AN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avion Wealth's AN Position: Q3 2026 in Review

Avion Wealth sold out of AutoNation (AN) in Q3 2026, closing a stake of 3 shares.

Avion Wealth first reported a position in AN in Q1 2023 and held it in 7 quarters. The position peaked at $0 in Q2 2026. 272 funds tracked by Wall St. Rank hold AN as of Q3 2026.

  • Avion Wealth reported no remaining AutoNation position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 3 AutoNation shares in Q3 2026.
  • Avion Wealth first reported a position in AutoNation in Q1 2023 and held it in 7 quarters.
  • Avion Wealth's AutoNation position peaked at $0 in Q2 2026.
  • 272 funds tracked by Wall St. Rank held AutoNation as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.