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Beau Ventures, LLc’s Sonic Automotive SAH Stock Holding History

Beau Ventures, LLc’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
Q3 		$604K Hold
10,000
– – 0.06% 20
2026
Q2 		$848K Hold
10,000
– – 0.09% 20
2026
Q1 		$686K Hold
10,000
– – 0.09% 19
2025
Q4 		$619K Buy
+10,000
New +$662K 0.08% 20

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NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Beau Ventures, LLc's SAH Position: Q3 2026 in Review

Beau Ventures, LLc held its Sonic Automotive (SAH) position steady in Q3 2026 at 10,000 shares worth $604K. The position accounts for 0.06% of the portfolio, ranked #20.

Beau Ventures, LLc first reported a position in SAH in Q4 2025 and has held it in 4 quarters since. The position peaked at $848K in Q2 2026. 14 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Beau Ventures, LLc held 10,000 shares of Sonic Automotive worth $604K as of Q3 2026.
  • Beau Ventures, LLc left its Sonic Automotive share count unchanged in Q3 2026.
  • Sonic Automotive made up 0.06% of Beau Ventures, LLc's portfolio in Q3 2026, its #20 holding.
  • Beau Ventures, LLc first reported a position in Sonic Automotive in Q4 2025 and has held it in 4 quarters since.
  • Beau Ventures, LLc's Sonic Automotive position peaked at $848K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Beau Ventures, LLc's 13F filing for Q3 2026, filed 14 Oct 2026.