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
Q2 		$403K Sell
4,752
-1,521
-24% -$117K ﹤0.01% 2383
2026
Q1 		$430K Buy
6,273
+151
+2% +$9.43K ﹤0.01% 2111
2025
Q4 		$379K Sell
6,122
-31
-0.5% -$2.05K ﹤0.01% 2024
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 $6.73T AUM 46.02% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
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

Corient Private Wealth's SAH Position: Q2 2026 in Review

Corient Private Wealth reduced its Sonic Automotive (SAH) stake by 24% in Q2 2026, selling an estimated $117K and leaving 4,752 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Corient Private Wealth first reported a position in SAH in Q3 2024 and has held it in 8 quarters since. The position peaked at $491K in Q2 2025. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Corient Private Wealth held 4,752 shares of Sonic Automotive worth $403K as of Q2 2026.
  • Corient Private Wealth sold 1,521 Sonic Automotive shares in Q2 2026, an estimated $117K.
  • Sonic Automotive made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2383 holding.
  • Corient Private Wealth first reported a position in Sonic Automotive in Q3 2024 and has held it in 8 quarters since.
  • Corient Private Wealth's Sonic Automotive position peaked at $491K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.