EverSource Wealth Advisors’s AutoNation AN Stock Holding History

EverSource 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 Q2	$361K	Buy	1,945 +7	+0.4%	+$1.37K	0.01%	715
2026 Q1	$378K	Sell	1,938 -21	-1%	-$4.24K	0.01%	736
2025 Q4	$404K	Sell	1,959 -39	-2%	-$8.11K	0.01%	617
2025 Q3	$437K	Buy	1,998 +201	+11%	+$42.4K	0.02%	550
2025 Q2	$357K	Buy	1,797 +817	+83%	+$147K	0.02%	587
2025 Q1	$159K	Buy	980 +102	+12%	+$18.2K	0.01%	747
2024 Q4	$149K	Sell	878 -13	-1%	-$2.2K	0.01%	767
2024 Q3	$159K	Buy	891 +7	+0.8%	+$1.2K	0.01%	631
2024 Q2	$169K	Buy	884 +829	+1,507%	+$135K	0.01%	616
2024 Q1	$8.86K	Sell	55 -31	-36%	-$4.56K	﹤0.01%	1756
2023 Q4	$12.9K	Hold	86	–	–	﹤0.01%	1442
2023 Q3	$13K	Hold	86	–	–	﹤0.01%	1311
2023 Q2	$14.2K	Buy	86 +62	+258%	+$8.61K	﹤0.01%	1295
2023 Q1	$3.22K	Buy	24 +15	+167%	+$1.93K	﹤0.01%	1787
2022 Q4	$966	Sell	9 -162	-95%	-$17.9K	﹤0.01%	2098
2022 Q3	$17K	Buy	+171	New	+$20.1K	﹤0.01%	947

Other funds holding AN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's AN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its AutoNation (AN) stake by 0.36% in Q2 2026, buying an estimated $1.37K and bringing the position to 1,945 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #715.

EverSource Wealth Advisors first reported a position in AN in Q3 2022 and has held it in 16 quarters since. The position peaked at $437K in Q3 2025. 508 funds tracked by Wall St. Rank hold AN as of Q2 2026.

EverSource Wealth Advisors held 1,945 shares of AutoNation worth $361K as of Q2 2026.
EverSource Wealth Advisors bought 7 AutoNation shares in Q2 2026, an estimated $1.37K.
AutoNation made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #715 holding.
EverSource Wealth Advisors first reported a position in AutoNation in Q3 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's AutoNation position peaked at $437K in Q3 2025.
508 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.