First Trust Advisors’s Sonic Automotive SAH Stock Holding History

First Trust 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	$2.58M	Buy	37,576 +16,753	+80%	+$1.05M	﹤0.01%	1805
2025 Q4	$1.29M	Sell	20,823 -5,310	-20%	-$352K	﹤0.01%	2066
2025 Q3	$1.99M	Sell	26,133 -21,783	-45%	-$1.74M	﹤0.01%	1841
2025 Q2	$3.83M	Sell	47,916 -4,579	-9%	-$308K	﹤0.01%	1500
2025 Q1	$2.99M	Sell	52,495 -5,030	-9%	-$338K	﹤0.01%	1586
2024 Q4	$3.64M	Sell	57,525 -260	-0.4%	-$16.1K	﹤0.01%	1540
2024 Q3	$3.38M	Sell	57,785 -1,894	-3%	-$109K	﹤0.01%	1526
2024 Q2	$3.25M	Buy	59,679 +47,274	+381%	+$2.62M	﹤0.01%	1481
2024 Q1	$706K	Sell	12,405 -2	-0%	-$106	﹤0.01%	2072
2023 Q4	$697K	Sell	12,407 -16,052	-56%	-$804K	﹤0.01%	2067
2023 Q3	$1.36M	Buy	28,459 +4,481	+19%	+$228K	﹤0.01%	1846
2023 Q2	$1.14M	Buy	+23,978	New	+$1.11M	﹤0.01%	1947
2022 Q4	–	Sell	-107,435	Closed	-$4.65M	–	2539
2022 Q3	$4.65M	Sell	107,435 -8,394	-7%	-$380K	0.01%	1222
2022 Q2	$4.24M	Buy	115,829 +12,386	+12%	+$532K	0.01%	1323
2022 Q1	$4.4M	Buy	103,443 +33,260	+47%	+$1.64M	﹤0.01%	1398
2021 Q4	$3.47M	Sell	70,183 -28,156	-29%	-$1.41M	﹤0.01%	1560
2021 Q3	$5.17M	Buy	98,339 +85,300	+654%	+$4.32M	0.01%	1283
2021 Q2	$583K	Sell	13,039 -34	-0.3%	-$1.65K	﹤0.01%	2235
2021 Q1	$648K	Buy	+13,073	New	+$606K	﹤0.01%	2129
2020 Q3	–	Sell	-93,565	Closed	-$2.99M	–	2460
2020 Q2	$2.99M	Buy	+93,565	New	+$2.16M	0.01%	1183
2019 Q3	–	Sell	-43,293	Closed	-$1.01M	–	2465
2019 Q2	$1.01M	Sell	43,293 -693	-2%	-$13.3K	﹤0.01%	1848
2019 Q1	$651K	Buy	43,986 +885	+2%	+$13.3K	﹤0.01%	2035
2018 Q4	$593K	Buy	43,101 +6,804	+19%	+$113K	﹤0.01%	2069
2018 Q3	$702K	Buy	+36,297	New	+$751K	﹤0.01%	2067
2016 Q2	–	Sell	-53,788	Closed	-$994K	–	2354
2016 Q1	$994K	Sell	53,788 -19,910	-27%	-$365K	﹤0.01%	1677
2015 Q4	$1.68M	Sell	73,698 -5,984	-8%	-$140K	﹤0.01%	1488
2015 Q3	$1.63M	Sell	79,682 -3,997	-5%	-$89.3K	﹤0.01%	1499
2015 Q2	$1.99M	Buy	83,679 +10,327	+14%	+$249K	0.01%	1544
2015 Q1	$1.83M	Buy	73,352 +7,103	+11%	+$179K	0.01%	1523
2014 Q4	$1.79M	Buy	66,249 +22,274	+51%	+$562K	0.01%	1516
2014 Q3	$1.08M	Sell	43,975 -52,911	-55%	-$1.32M	﹤0.01%	1671
2014 Q2	$2.58M	Buy	96,886 +24,221	+33%	+$605K	0.01%	1221
2014 Q1	$1.63M	Buy	72,665 +5,565	+8%	+$128K	0.01%	1484
2013 Q4	$1.64M	Sell	67,100 -4,212	-6%	-$98.2K	0.01%	1435
2013 Q3	$1.7M	Buy	71,312 +25,743	+56%	+$592K	0.01%	1295
2013 Q2	$963K	Buy	+45,569	New	+$1.01M	0.01%	1478

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

First Trust Advisors's SAH Position: Q1 2026 in Review

First Trust Advisors increased its Sonic Automotive (SAH) stake by 80% in Q1 2026, buying an estimated $1.05M and bringing the position to 37,576 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

First Trust Advisors first reported a position in SAH in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.17M in Q3 2021. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

First Trust Advisors held 37,576 shares of Sonic Automotive worth $2.58M as of Q1 2026.
First Trust Advisors bought 16,753 Sonic Automotive shares in Q1 2026, an estimated $1.05M.
Sonic Automotive made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1805 holding.
First Trust Advisors first reported a position in Sonic Automotive in Q2 2013 and has held it in 36 quarters since.
First Trust Advisors's Sonic Automotive position peaked at $5.17M in Q3 2021.
225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.