CoreCap Advisors’s Sonic Automotive SAH Stock Holding History

CoreCap 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	$114K	Sell	1,342 -16	-1%	-$1.23K	﹤0.01%	1057
2026 Q1	$93.1K	Sell	1,358 -471	-26%	-$29.4K	﹤0.01%	1047
2025 Q4	$113K	Buy	1,829 +400	+28%	+$26.5K	﹤0.01%	979
2025 Q3	$109K	Buy	+1,429	New	+$114K	﹤0.01%	998
2024 Q3	–	Sell	-175	Closed	-$9.53K	–	2728
2024 Q2	$9.53K	Hold	175	–	–	﹤0.01%	1067
2024 Q1	$9.96K	Buy	+175	New	+$9.27K	﹤0.01%	1742
2022 Q4	$8.62K	Buy	+175	New	+$8.38K	﹤0.01%	1586
2022 Q3	–	Sell	-175	Closed	-$6K	–	1776
2022 Q2	$6K	Buy	+175	New	+$7.51K	﹤0.01%	1636
2022 Q1	–	Sell	-175	Closed	-$9K	–	1778
2021 Q4	$9K	Buy	+175	New	+$8.77K	﹤0.01%	1592

Other funds holding SAH

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HIP

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors's SAH Position: Q2 2026 in Review

CoreCap Advisors reduced its Sonic Automotive (SAH) stake by 1.2% in Q2 2026, selling an estimated $1.23K and leaving 1,342 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

CoreCap Advisors first reported a position in SAH in Q4 2021 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

CoreCap Advisors held 1,342 shares of Sonic Automotive worth $114K as of Q2 2026.
CoreCap Advisors sold 16 Sonic Automotive shares in Q2 2026, an estimated $1.23K.
Sonic Automotive made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1057 holding.
CoreCap Advisors first reported a position in Sonic Automotive in Q4 2021 and has held it in 9 quarters since.
23 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.