CWM
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Cornerstone Wealth Management’s AutoNation AN Stock Holding History

Cornerstone 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
Q3 		$398K Sell
2,531
-50
-2% -$9.9K 0.02% 541
2026
Q2 		$480K Buy
+2,581
New +$505K 0.02% 502
2025
Q4 		– Sell
-1,040
Closed -$228K – 692
2025
Q3 		$228K Buy
+1,040
New +$219K 0.01% 608

Other funds holding AN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cornerstone Wealth Management's AN Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its AutoNation (AN) stake by 1.9% in Q3 2026, selling an estimated $9.9K and leaving 2,531 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #541.

Cornerstone Wealth Management first reported a position in AN in Q3 2025 and has held it in 3 quarters since. The position peaked at $480K in Q2 2026. 272 funds tracked by Wall St. Rank hold AN as of Q3 2026.

  • Cornerstone Wealth Management held 2,531 shares of AutoNation worth $398K as of Q3 2026.
  • Cornerstone Wealth Management sold 50 AutoNation shares in Q3 2026, an estimated $9.9K.
  • AutoNation made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #541 holding.
  • Cornerstone Wealth Management first reported a position in AutoNation in Q3 2025 and has held it in 3 quarters since.
  • Cornerstone Wealth Management's AutoNation position peaked at $480K in Q2 2026.
  • 272 funds tracked by Wall St. Rank held AutoNation as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.