EP Wealth Advisors’s AutoNation AN Stock Holding History

EP Wealth Advisors’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 Q1	–	Sell	-973	Closed	-$201K	–	1501
2025 Q4	$201K	Buy	+973	New	+$202K	﹤0.01%	1388

Other funds holding AN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's AN Position: Q1 2026 in Review

EP Wealth Advisors sold out of AutoNation (AN) in Q1 2026, closing a stake of 973 shares — an estimated $201K sold.

EP Wealth Advisors first reported a position in AN in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 509 funds tracked by Wall St. Rank hold AN as of Q1 2026.

EP Wealth Advisors reported no remaining AutoNation position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 973 AutoNation shares in Q1 2026, an estimated $201K.
EP Wealth Advisors first reported a position in AutoNation in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's AutoNation position peaked at $201K in Q4 2025.
509 funds tracked by Wall St. Rank held AutoNation as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.