Creative Planning
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Creative Planning’s Sonic Automotive SAH Stock Holding History

Creative Planning’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 		$546K Buy
+7,966
New +$497K ﹤0.01% 2968
2025
Q4 		– Sell
-3,000
Closed -$228K – 4076
2025
Q3 		$228K Buy
3,000
+332
+12% +$26.5K ﹤0.01% 3363
2025
Q2 		$213K Buy
+2,668
New +$180K ﹤0.01% 3173
2016
Q1 		– Sell
-90
Closed -$2K – 4491
2015
Q4 		$2K Buy
+90
New +$2.1K ﹤0.01% 4062

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

Creative Planning's SAH Position: Q1 2026 in Review

Creative Planning opened a new position in Sonic Automotive (SAH) in Q1 2026: 7,966 shares worth $546K. The stake represents ﹤0.01% of the portfolio and ranks #2968 among its holdings. This is a return to the name: Creative Planning previously reported a position in SAH as recently as Q3 2025.

Creative Planning first reported a position in SAH in Q4 2015 and has held it in 4 quarters since. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Creative Planning held 7,966 shares of Sonic Automotive worth $546K as of Q1 2026.
  • Sonic Automotive was a new Creative Planning position in Q1 2026.
  • Sonic Automotive made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2968 holding.
  • Creative Planning first reported a position in Sonic Automotive in Q4 2015 and has held it in 4 quarters since.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.