Capstone Investment Advisors
SAH icon

Capstone Investment Advisors’s Sonic Automotive SAH Stock Holding History

Capstone Investment Advisors’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
Q1 		$957K Buy
13,951
+10,570
+313% +$660K ﹤0.01% 875
2025
Q4 		$209K Buy
+3,381
New +$224K ﹤0.01% 1489
2024
Q2 		– Sell
-9,053
Closed -$515K – 2417
2024
Q1 		$515K Buy
+9,053
New +$479K ﹤0.01% 1541
2023
Q3 		– Sell
-14,194
Closed -$677K – 2272
2023
Q2 		$677K Buy
+14,194
New +$654K ﹤0.01% 1024
2017
Q2 		– Sell
-11,000
Closed -$220K – 890
2017
Q1 		$220K Buy
+11,000
New +$246K 0.01% 766

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capstone Investment Advisors's SAH Position: Q1 2026 in Review

Capstone Investment Advisors increased its Sonic Automotive (SAH) stake by 313% in Q1 2026, buying an estimated $660K and bringing the position to 13,951 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Capstone Investment Advisors first reported a position in SAH in Q1 2017 and has held it in 5 quarters since. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Capstone Investment Advisors held 13,951 shares of Sonic Automotive worth $957K as of Q1 2026.
  • Capstone Investment Advisors bought 10,570 Sonic Automotive shares in Q1 2026, an estimated $660K.
  • Sonic Automotive made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #875 holding.
  • Capstone Investment Advisors first reported a position in Sonic Automotive in Q1 2017 and has held it in 5 quarters since.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.