Clearstead Advisors
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Clearstead Advisors’s Sonic Automotive SAH Stock Holding History

Clearstead 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 		$255 Buy
+3
New +$230 ﹤0.01% 3121
2025
Q4 		– Sell
-28
Closed -$2.13K – 3178
2025
Q3 		$2.13K Buy
+28
New +$2.23K ﹤0.01% 2428

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Clearstead Advisors's SAH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Sonic Automotive (SAH) in Q2 2026: 3 shares worth $255. The stake represents ﹤0.01% of the portfolio and ranks #3121 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SAH as recently as Q3 2025.

Clearstead Advisors first reported a position in SAH in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.13K in Q3 2025. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Clearstead Advisors held 3 shares of Sonic Automotive worth $255 as of Q2 2026.
  • Sonic Automotive was a new Clearstead Advisors position in Q2 2026.
  • Sonic Automotive made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3121 holding.
  • Clearstead Advisors first reported a position in Sonic Automotive in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Sonic Automotive position peaked at $2.13K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.