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Essential Partners’s Sonic Automotive SAH Stock Holding History

Essential 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
Q3 		$1.27K Sell
21
-2
-9% -$165 ﹤0.01% 2097
2026
Q2 		$1.95K Buy
23
+1
+5% +$77 ﹤0.01% 1979
2026
Q1 		$1.51K Hold
22
– – ﹤0.01% 2101
2025
Q4 		$1.36K Buy
+22
New +$1.46K ﹤0.01% 1930

Other funds holding SAH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's SAH Position: Q3 2026 in Review

Essential Partners reduced its Sonic Automotive (SAH) stake by 8.7% in Q3 2026, selling an estimated $165 and leaving 21 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Essential Partners first reported a position in SAH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.95K in Q2 2026. 14 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Essential Partners held 21 shares of Sonic Automotive worth $1.27K as of Q3 2026.
  • Essential Partners sold 2 Sonic Automotive shares in Q3 2026, an estimated $165.
  • Sonic Automotive made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2097 holding.
  • Essential Partners first reported a position in Sonic Automotive in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Sonic Automotive position peaked at $1.95K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.