CI
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CX Institutional’s Sonic Automotive SAH Stock Holding History

CX Institutional’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 		$5K Sell
64
-87,430
-100% -$6.71M ﹤0.01% 1377
2026
Q1 		$6M Buy
+87,494
New +$5.46M 0.18% 134

Other funds holding SAH

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CX Institutional's SAH Position: Q2 2026 in Review

CX Institutional reduced its Sonic Automotive (SAH) stake by 100% in Q2 2026, selling an estimated $6.71M and leaving 64 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

CX Institutional first reported a position in SAH in Q1 2026 and has held it in 2 quarters since. The position peaked at $6M in Q1 2026. 23 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • CX Institutional held 64 shares of Sonic Automotive worth $5K as of Q2 2026.
  • CX Institutional sold 87,430 Sonic Automotive shares in Q2 2026, an estimated $6.71M.
  • Sonic Automotive made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1377 holding.
  • CX Institutional first reported a position in Sonic Automotive in Q1 2026 and has held it in 2 quarters since.
  • CX Institutional's Sonic Automotive position peaked at $6M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.