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Gilpin Wealth Management’s Sonic Automotive SAH Stock Holding History

Gilpin Wealth Management’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 		$424 Buy
5
+1
+25% +$77 ﹤0.01% 731
2026
Q1 		$275 Buy
4
+3
+300% +$187 ﹤0.01% 785
2025
Q4 		$62 Buy
+1
New +$66 ﹤0.01% 921

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

Gilpin Wealth Management's SAH Position: Q2 2026 in Review

Gilpin Wealth Management increased its Sonic Automotive (SAH) stake by 25% in Q2 2026, buying an estimated $77 and bringing the position to 5 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Gilpin Wealth Management first reported a position in SAH in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Gilpin Wealth Management held 5 shares of Sonic Automotive worth $424 as of Q2 2026.
  • Gilpin Wealth Management bought 1 Sonic Automotive share in Q2 2026, an estimated $77.
  • Sonic Automotive made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #731 holding.
  • Gilpin Wealth Management first reported a position in Sonic Automotive in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

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