CWM
AN icon

Copia Wealth Management’s AutoNation AN Stock Holding History

Copia Wealth Management’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.72K Hold
20
– – ﹤0.01% 422
2026
Q1 		$3.9K Hold
20
– – ﹤0.01% 400
2025
Q4 		$4.13K Hold
20
– – ﹤0.01% 392
2025
Q3 		$4.38K Sell
20
-20
-50% -$4.22K ﹤0.01% 365
2025
Q2 		$7.95K Hold
40
– – 0.01% 310
2025
Q1 		$6.48K Hold
40
– – 0.01% 320
2024
Q4 		$6.79K Buy
+40
New +$6.76K 0.01% 297

Other funds holding AN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Copia Wealth Management's AN Position: Q2 2026 in Review

Copia Wealth Management held its AutoNation (AN) position steady in Q2 2026 at 20 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Copia Wealth Management first reported a position in AN in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.95K in Q2 2025. 508 funds tracked by Wall St. Rank hold AN as of Q2 2026.

  • Copia Wealth Management held 20 shares of AutoNation worth $3.72K as of Q2 2026.
  • Copia Wealth Management left its AutoNation share count unchanged in Q2 2026.
  • AutoNation made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #422 holding.
  • Copia Wealth Management first reported a position in AutoNation in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's AutoNation position peaked at $7.95K in Q2 2025.
  • 508 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.