EWP
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Elevation Wealth Partners’s AutoNation AN Stock Holding History

Elevation Wealth Partners’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.08K Hold
45
– – ﹤0.01% 1014
2026
Q2 		$8.36K Hold
45
– – ﹤0.01% 867
2026
Q1 		$8.79K Buy
+45
New +$9.09K ﹤0.01% 546
2025
Q4 		– Sell
-17
Closed -$3.72K – 961
2025
Q3 		$3.72K Buy
+17
New +$3.58K ﹤0.01% 529

Other funds holding AN

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MSS
Mitchell Sinkler & Starr Philadelphia, Pennsylvania $247M AUM 20.34% 1-Year Est. Return

Elevation Wealth Partners's AN Position: Q3 2026 in Review

Elevation Wealth Partners held its AutoNation (AN) position steady in Q3 2026 at 45 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Elevation Wealth Partners first reported a position in AN in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.79K in Q1 2026. 31 funds tracked by Wall St. Rank hold AN as of Q3 2026.

  • Elevation Wealth Partners held 45 shares of AutoNation worth $7.08K as of Q3 2026.
  • Elevation Wealth Partners left its AutoNation share count unchanged in Q3 2026.
  • AutoNation made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1014 holding.
  • Elevation Wealth Partners first reported a position in AutoNation in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's AutoNation position peaked at $8.79K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held AutoNation as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.