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 Q3	$182	Sell	3 -2	-40%	-$165	﹤0.01%	1270
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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

DiNuzzo Private Wealth's SAH Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Sonic Automotive (SAH) stake by 40% in Q3 2026, selling an estimated $165 and leaving 3 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

DiNuzzo Private Wealth first reported a position in SAH in Q4 2023 and has held it in 12 quarters since. The position peaked at $424 in Q2 2026. 42 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

DiNuzzo Private Wealth held 3 shares of Sonic Automotive worth $182 as of Q3 2026.
DiNuzzo Private Wealth sold 2 Sonic Automotive shares in Q3 2026, an estimated $165.
Sonic Automotive made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1270 holding.
DiNuzzo Private Wealth first reported a position in Sonic Automotive in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Sonic Automotive position peaked at $424 in Q2 2026.
42 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.