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 Q2	$1.02M	Buy	12,012 +4,046	+51%	+$311K	﹤0.01%	2629
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Creative Planning's SAH Position: Q2 2026 in Review

Creative Planning increased its Sonic Automotive (SAH) stake by 51% in Q2 2026, buying an estimated $311K and bringing the position to 12,012 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

Creative Planning first reported a position in SAH in Q4 2015 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

Creative Planning held 12,012 shares of Sonic Automotive worth $1.02M as of Q2 2026.
Creative Planning bought 4,046 Sonic Automotive shares in Q2 2026, an estimated $311K.
Sonic Automotive made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2629 holding.
Creative Planning first reported a position in Sonic Automotive in Q4 2015 and has held it in 5 quarters since.
238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.