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Fortitude Family Office’s Sonic Automotive SAH Stock Holding History

Fortitude Family Office’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 		$891 Buy
13
+10
+333% +$624 ﹤0.01% 1538
2025
Q4 		$186 Sell
3
-16
-84% -$1.06K ﹤0.01% 1872
2025
Q3 		$1.45K Hold
19
– – ﹤0.01% 1391
2025
Q2 		$1.52K Buy
+19
New +$1.28K ﹤0.01% 1327

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fortitude Family Office's SAH Position: Q1 2026 in Review

Fortitude Family Office increased its Sonic Automotive (SAH) stake by 333% in Q1 2026, buying an estimated $624 and bringing the position to 13 shares worth $891. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Fortitude Family Office first reported a position in SAH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.52K in Q2 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Fortitude Family Office held 13 shares of Sonic Automotive worth $891 as of Q1 2026.
  • Fortitude Family Office bought 10 Sonic Automotive shares in Q1 2026, an estimated $624.
  • Sonic Automotive made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1538 holding.
  • Fortitude Family Office first reported a position in Sonic Automotive in Q2 2025 and has held it in 4 quarters since.
  • Fortitude Family Office's Sonic Automotive position peaked at $1.52K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.