Capital Investment Advisory Services’s Sonic Automotive SAH Stock Holding History

Capital Investment Advisory Services’s Portfolio SAH Stock Details SAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Sell	3,042 -742	-20%	-$57K	0.02%	635
2026 Q1	$259K	Buy	+3,784	New	+$236K	0.02%	558
2025 Q4	–	Sell	-2,725	Closed	-$207K	–	1204
2025 Q3	$207K	Hold	2,725	–	–	0.02%	573
2025 Q2	$218K	Buy	+2,725	New	+$183K	0.02%	537
2024 Q3	–	Sell	-8,001	Closed	-$436K	–	998
2024 Q2	$436K	Sell	8,001 -1,353	-14%	-$75K	0.05%	312
2024 Q1	$533K	Buy	9,354 +1,205	+15%	+$63.8K	0.06%	284
2023 Q4	$458K	Hold	8,149	–	–	0.04%	312
2023 Q3	$389K	Hold	8,149	–	–	0.04%	335
2023 Q2	$388K	Buy	8,149 +906	+13%	+$41.8K	0.04%	320
2023 Q1	$394K	Hold	7,243	–	–	0.05%	308
2022 Q4	$357K	Hold	7,243	–	–	0.04%	338
2022 Q3	$314K	Hold	7,243	–	–	0.04%	343
2022 Q2	$265K	Buy	+7,243	New	+$311K	0.03%	381
2022 Q1	–	Sell	-4,482	Closed	-$222K	–	881
2021 Q4	$222K	Buy	4,482 +200	+5%	+$10K	0.03%	447
2021 Q3	$225K	Buy	+4,282	New	+$217K	0.03%	422
2020 Q3	–	Sell	-6,539	Closed	-$209K	–	654
2020 Q2	$209K	Buy	+6,539	New	+$151K	0.04%	307
2019 Q4	–	Sell	-4,051	Closed	-$127K	–	1111
2019 Q3	$127K	Hold	4,051	–	–	0.04%	341
2019 Q2	$96K	Buy	4,051 +986	+32%	+$19K	0.03%	398
2019 Q1	$45K	Sell	3,065 -976	-24%	-$14.6K	0.02%	506
2018 Q4	$56K	Buy	+4,041	New	+$67.2K	0.02%	434

Other funds holding SAH

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Capital Investment Advisory Services's SAH Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Sonic Automotive (SAH) stake by 20% in Q2 2026, selling an estimated $57K and leaving 3,042 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #635.

Capital Investment Advisory Services first reported a position in SAH in Q4 2018 and has held it in 20 quarters since. The position peaked at $533K in Q1 2024. 39 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

Capital Investment Advisory Services held 3,042 shares of Sonic Automotive worth $258K as of Q2 2026.
Capital Investment Advisory Services sold 742 Sonic Automotive shares in Q2 2026, an estimated $57K.
Sonic Automotive made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #635 holding.
Capital Investment Advisory Services first reported a position in Sonic Automotive in Q4 2018 and has held it in 20 quarters since.
Capital Investment Advisory Services's Sonic Automotive position peaked at $533K in Q1 2024.
39 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.