DiNuzzo Private Wealth’s Sonic Automotive SAH Stock Holding History

DiNuzzo Private Wealth’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	$424	Buy	5 +3	+150%	+$230	﹤0.01%	1143
2026 Q1	$138	Sell	2 -1	-33%	-$62	﹤0.01%	1266
2025 Q4	$186	Sell	3 -2	-40%	-$132	﹤0.01%	1268
2025 Q3	$411	Hold	5	–	–	﹤0.01%	1133
2025 Q2	$400	Buy	5 +1	+25%	+$67	﹤0.01%	1129
2025 Q1	$228	Buy	4 +1	+33%	+$67	﹤0.01%	1218
2024 Q4	$191	Hold	3	–	–	﹤0.01%	1279
2024 Q3	$176	Sell	3 -1	-25%	-$58	﹤0.01%	1313
2024 Q2	$218	Buy	4 +2	+100%	+$111	﹤0.01%	1256
2024 Q1	$114	Hold	2	–	–	﹤0.01%	1268
2023 Q4	$113	Buy	+2	New	+$100	﹤0.01%	1309

Other funds holding SAH

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 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

DiNuzzo Private Wealth's SAH Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Sonic Automotive (SAH) stake by 150% in Q2 2026, buying an estimated $230 and bringing the position to 5 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

DiNuzzo Private Wealth first reported a position in SAH in Q4 2023 and has held it in 11 quarters since. 32 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

DiNuzzo Private Wealth held 5 shares of Sonic Automotive worth $424 as of Q2 2026.
DiNuzzo Private Wealth bought 3 Sonic Automotive shares in Q2 2026, an estimated $230.
Sonic Automotive made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1143 holding.
DiNuzzo Private Wealth first reported a position in Sonic Automotive in Q4 2023 and has held it in 11 quarters since.
32 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.