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Edgestream Partners’s Sonic Automotive SAH Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-47,612
Closed -$2.95M – 1079
2025
Q4 		$2.95M Sell
47,612
-29,231
-38% -$1.94M 0.08% 429
2025
Q3 		$5.85M Buy
76,843
+64,819
+539% +$5.17M 0.17% 206
2025
Q2 		$961K Buy
+12,024
New +$809K 0.03% 650

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Edgestream Partners's SAH Position: Q1 2026 in Review

Edgestream Partners sold out of Sonic Automotive (SAH) in Q1 2026, closing a stake of 47,612 shares — an estimated $2.95M sold.

Edgestream Partners first reported a position in SAH in Q2 2025 and held it in 3 quarters. The position peaked at $5.85M in Q3 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Edgestream Partners reported no remaining Sonic Automotive position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 47,612 Sonic Automotive shares in Q1 2026, an estimated $2.95M.
  • Edgestream Partners first reported a position in Sonic Automotive in Q2 2025 and held it in 3 quarters.
  • Edgestream Partners's Sonic Automotive position peaked at $5.85M in Q3 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.