Forum Financial Management’s AutoNation AN Stock Holding History

Forum Financial Management’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,982	Closed	-$409K	–	371
2025 Q4	$409K	Buy	1,982 +10	+0.5%	+$2.08K	0.01%	584
2025 Q3	$431K	Buy	1,972 +1	+0.1%	+$211	0.01%	530
2025 Q2	$392K	Sell	1,971 -146	-7%	-$26.4K	0.01%	518
2025 Q1	$343K	Sell	2,117 -290	-12%	-$51.7K	0.01%	529
2024 Q4	$409K	Hold	2,407	–	–	0.01%	470
2024 Q3	$431K	Buy	2,407 +2	+0.1%	+$343	0.01%	380
2024 Q2	$383K	Buy	2,405 +2	+0.1%	+$326	0.01%	400
2024 Q1	$398K	Hold	2,403	–	–	0.01%	401
2023 Q4	$361K	Hold	2,403	–	–	0.01%	384
2023 Q3	$364K	Hold	2,403	–	–	0.01%	358
2023 Q2	$396K	Hold	2,403	–	–	0.01%	351
2023 Q1	$323K	Hold	2,403	–	–	0.01%	381
2022 Q4	$258K	Hold	2,403	–	–	0.01%	440
2022 Q3	$245K	Hold	2,403	–	–	0.01%	418
2022 Q2	$269K	Hold	2,403	–	–	0.01%	392
2022 Q1	$239K	Hold	2,403	–	–	0.01%	491
2021 Q4	$281K	Buy	+2,403	New	+$289K	0.01%	446

Other funds holding AN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's AN Position: Q1 2026 in Review

Forum Financial Management sold out of AutoNation (AN) in Q1 2026, closing a stake of 1,982 shares — an estimated $409K sold.

Forum Financial Management first reported a position in AN in Q4 2021 and held it in 17 quarters. The position peaked at $431K in Q3 2025. 513 funds tracked by Wall St. Rank hold AN as of Q1 2026.

Forum Financial Management reported no remaining AutoNation position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,982 AutoNation shares in Q1 2026, an estimated $409K.
Forum Financial Management first reported a position in AutoNation in Q4 2021 and held it in 17 quarters.
Forum Financial Management's AutoNation position peaked at $431K in Q3 2025.
513 funds tracked by Wall St. Rank held AutoNation as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.