Corient Private Wealth
SAH icon

Corient Private Wealth’s Sonic Automotive SAH Stock Holding History

Corient Private Wealth’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
Q1 		$430K Sell
6,273
-5,971
-49% -$373K ﹤0.01% 2111
2025
Q4 		$757K Buy
12,244
+6,091
+99% +$403K ﹤0.01% 2053
2025
Q3 		$468K Buy
6,153
+12
+0.2% +$957 ﹤0.01% 1832
2025
Q2 		$491K Sell
6,141
-47
-0.8% -$3.16K ﹤0.01% 1716
2025
Q1 		$352K Buy
6,188
+47
+0.8% +$3.16K ﹤0.01% 1770
2024
Q4 		$389K Sell
6,141
-1
-0% -$62 ﹤0.01% 1753
2024
Q3 		$359K Buy
+6,142
New +$354K ﹤0.01% 1929

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Corient Private Wealth's SAH Position: Q1 2026 in Review

Corient Private Wealth reduced its Sonic Automotive (SAH) stake by 49% in Q1 2026, selling an estimated $373K and leaving 6,273 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Corient Private Wealth first reported a position in SAH in Q3 2024 and has held it in 7 quarters since. The position peaked at $757K in Q4 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Corient Private Wealth held 6,273 shares of Sonic Automotive worth $430K as of Q1 2026.
  • Corient Private Wealth sold 5,971 Sonic Automotive shares in Q1 2026, an estimated $373K.
  • Sonic Automotive made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2111 holding.
  • Corient Private Wealth first reported a position in Sonic Automotive in Q3 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Sonic Automotive position peaked at $757K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.