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 Q2	$238K	Sell	2,802 -11,149	-80%	-$856K	﹤0.01%	1552
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 New York $6.73T AUM 46.02% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capstone Investment Advisors's SAH Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Sonic Automotive (SAH) stake by 80% in Q2 2026, selling an estimated $856K and leaving 2,802 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Capstone Investment Advisors first reported a position in SAH in Q1 2017 and has held it in 6 quarters since. The position peaked at $957K in Q1 2026. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

Capstone Investment Advisors held 2,802 shares of Sonic Automotive worth $238K as of Q2 2026.
Capstone Investment Advisors sold 11,149 Sonic Automotive shares in Q2 2026, an estimated $856K.
Sonic Automotive made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1552 holding.
Capstone Investment Advisors first reported a position in Sonic Automotive in Q1 2017 and has held it in 6 quarters since.
Capstone Investment Advisors's Sonic Automotive position peaked at $957K in Q1 2026.
237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.