Clearstead Trust’s Sonic Automotive SAH Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-14	Closed	-$1.07K	–	1443
2025 Q3	$1.07K	Hold	14	–	–	﹤0.01%	1199
2025 Q2	$1.12K	Buy	+14	New	+$942	﹤0.01%	1126

Other funds holding SAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clearstead Trust's SAH Position: Q4 2025 in Review

Clearstead Trust sold out of Sonic Automotive (SAH) in Q4 2025, closing a stake of 14 shares — an estimated $1.07K sold.

Clearstead Trust first reported a position in SAH in Q2 2025 and held it in 2 quarters. The position peaked at $1.12K in Q2 2025. 229 funds tracked by Wall St. Rank hold SAH as of Q4 2025.

Clearstead Trust reported no remaining Sonic Automotive position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 14 Sonic Automotive shares in Q4 2025, an estimated $1.07K.
Clearstead Trust first reported a position in Sonic Automotive in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Sonic Automotive position peaked at $1.12K in Q2 2025.
229 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.