Envestnet Asset Management
SAH icon

Envestnet Asset Management’s Sonic Automotive SAH Stock Holding History

Envestnet Asset Management’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 		$396K Buy
+5,779
New +$361K ﹤0.01% 4093
2023
Q2 		– Sell
-356,639
Closed -$27.6K – 4066
2023
Q1 		$27.6K Buy
+356,639
New +$19.2M ﹤0.01% 3908
2022
Q2 		– Sell
-8,716
Closed -$371K – 4048
2022
Q1 		$371K Sell
8,716
-1,234
-12% -$60.8K ﹤0.01% 3316
2021
Q4 		$492K Buy
9,950
+3,016
+43% +$151K ﹤0.01% 3075
2021
Q3 		$364K Sell
6,934
-3,629
-34% -$184K ﹤0.01% 3176
2021
Q2 		$473K Sell
10,563
-48
-0.5% -$2.33K ﹤0.01% 3029
2021
Q1 		$526K Buy
10,611
+686
+7% +$31.8K ﹤0.01% 2817
2020
Q4 		$383K Buy
9,925
+4,748
+92% +$193K ﹤0.01% 2793
2020
Q3 		$208K Buy
+5,177
New +$210K ﹤0.01% 2903
2017
Q3 		– Sell
-110
Closed -$3K – 3019
2017
Q2 		$3K Sell
110
-396
-78% -$7.55K ﹤0.01% 2910
2017
Q1 		$10K Sell
506
-775
-60% -$17.3K ﹤0.01% 2790
2016
Q4 		$29K Sell
1,281
-2,019
-61% -$41K ﹤0.01% 2581
2016
Q3 		$62K Sell
3,300
-1,700
-34% -$30.1K ﹤0.01% 2528
2016
Q2 		$86K Sell
5,000
-750
-13% -$13K ﹤0.01% 2501
2016
Q1 		$106K Sell
5,750
-4,999
-47% -$91.6K ﹤0.01% 2372
2015
Q4 		$245K Buy
10,749
+2,793
+35% +$65.2K ﹤0.01% 1925
2015
Q3 		$162K Sell
7,956
-3,577
-31% -$79.9K ﹤0.01% 2127
2015
Q2 		$275K Buy
11,533
+2,405
+26% +$58.1K ﹤0.01% 1992
2015
Q1 		$227K Buy
9,128
+7,998
+708% +$202K ﹤0.01% 1905
2014
Q4 		$31K Buy
1,130
+167
+17% +$4.22K ﹤0.01% 1595
2014
Q3 		$24K Buy
963
+533
+124% +$13.3K ﹤0.01% 1804
2014
Q2 		$11K Buy
430
+320
+291% +$7.99K ﹤0.01% 2003
2014
Q1 		$2K Sell
110
-75
-41% -$1.72K ﹤0.01% 2311
2013
Q4 		$5K Hold
185
– – ﹤0.01% 2007
2013
Q3 		$4K Hold
185
– – ﹤0.01% 1995
2013
Q2 		$4K Buy
+185
New +$4.11K ﹤0.01% 1947

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

Envestnet Asset Management's SAH Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Sonic Automotive (SAH) in Q1 2026: 5,779 shares worth $396K. The stake represents ﹤0.01% of the portfolio and ranks #4093 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in SAH as recently as Q1 2023.

Envestnet Asset Management first reported a position in SAH in Q2 2013 and has held it in 26 quarters since. The position peaked at $526K in Q1 2021. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Envestnet Asset Management held 5,779 shares of Sonic Automotive worth $396K as of Q1 2026.
  • Sonic Automotive was a new Envestnet Asset Management position in Q1 2026.
  • Sonic Automotive made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4093 holding.
  • Envestnet Asset Management first reported a position in Sonic Automotive in Q2 2013 and has held it in 26 quarters since.
  • Envestnet Asset Management's Sonic Automotive position peaked at $526K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.