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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
Q2 		$23.1K Buy
272
+195
+253% +$15K ﹤0.01% 2330
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Sonic Automotive (SAH) stake by 253% in Q2 2026, buying an estimated $15K and bringing the position to 272 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

EverSource Wealth Advisors first reported a position in SAH in Q4 2021 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • EverSource Wealth Advisors held 272 shares of Sonic Automotive worth $23.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 195 Sonic Automotive shares in Q2 2026, an estimated $15K.
  • Sonic Automotive made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2330 holding.
  • EverSource Wealth Advisors first reported a position in Sonic Automotive in Q4 2021 and has held it in 11 quarters since.
  • 237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

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