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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
Q3 		$19.2K Buy
318
+304
+2,171% +$25.1K ﹤0.01% 866
2026
Q2 		$1.19K Buy
14
+1
+8% +$77 ﹤0.01% 1688
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's SAH Position: Q3 2026 in Review

Fortitude Family Office increased its Sonic Automotive (SAH) stake by 2,171% in Q3 2026, buying an estimated $25.1K and bringing the position to 318 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Fortitude Family Office first reported a position in SAH in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Fortitude Family Office held 318 shares of Sonic Automotive worth $19.2K as of Q3 2026.
  • Fortitude Family Office bought 304 Sonic Automotive shares in Q3 2026, an estimated $25.1K.
  • Sonic Automotive made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #866 holding.
  • Fortitude Family Office first reported a position in Sonic Automotive in Q2 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.