EverSource Wealth Advisors’s Sonic Automotive SAH Stock Holding History

EverSource Wealth Advisors’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	$5.28K	Sell	77 -18	-19%	-$1.12K	﹤0.01%	3247
2025 Q4	$5.88K	Sell	95 -134	-59%	-$8.87K	﹤0.01%	3058
2025 Q3	$17.4K	Sell	229 -4	-2%	-$319	﹤0.01%	2466
2025 Q2	$18.6K	Buy	233 +227	+3,783%	+$15.3K	﹤0.01%	2353
2025 Q1	$342	Buy	+6	New	+$404	﹤0.01%	3574
2023 Q1	–	Sell	-37	Closed	-$1.99K	–	2508
2022 Q4	$1.83K	Hold	37	–	–	﹤0.01%	1938
2022 Q3	$2K	Sell	37 -47	-56%	-$2.13K	﹤0.01%	1720
2022 Q2	$3K	Sell	84 -117	-58%	-$5.02K	﹤0.01%	1428
2022 Q1	$9K	Hold	201	–	–	﹤0.01%	1034
2021 Q4	$10K	Buy	+201	New	+$10.1K	﹤0.01%	973

Other funds holding SAH

BlackRock New York $5.72T AUM 30.48% 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

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 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EverSource Wealth Advisors's SAH Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Sonic Automotive (SAH) stake by 19% in Q1 2026, selling an estimated $1.12K and leaving 77 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

EverSource Wealth Advisors first reported a position in SAH in Q4 2021 and has held it in 10 quarters since. The position peaked at $18.6K in Q2 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

EverSource Wealth Advisors held 77 shares of Sonic Automotive worth $5.28K as of Q1 2026.
EverSource Wealth Advisors sold 18 Sonic Automotive shares in Q1 2026, an estimated $1.12K.
Sonic Automotive made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3247 holding.
EverSource Wealth Advisors first reported a position in Sonic Automotive in Q4 2021 and has held it in 10 quarters since.
EverSource Wealth Advisors's Sonic Automotive position peaked at $18.6K in Q2 2025.
225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

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