Global Retirement Partners’s Sonic Automotive SAH Stock Holding History

Global Retirement Partners’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	$7.88K	Buy	+93	New	+$7.14K	﹤0.01%	3508
2024 Q4	–	Sell	-6	Closed	-$351	–	3766
2024 Q3	$351	Sell	6 -3	-33%	-$173	﹤0.01%	3322
2024 Q2	$490	Hold	9	–	–	﹤0.01%	3295
2024 Q1	$512	Hold	9	–	–	﹤0.01%	3125
2023 Q4	$455	Buy	9 +3	+50%	+$150	﹤0.01%	3106
2023 Q3	$270	Hold	6	–	–	﹤0.01%	3078
2023 Q2	$286	Sell	6 -6	-50%	-$277	﹤0.01%	3058
2023 Q1	$501	Sell	12 -248	-95%	-$13.3K	﹤0.01%	2923
2022 Q4	$12.8K	Hold	260	–	–	﹤0.01%	1684
2022 Q3	$12K	Buy	260 +12	+5%	+$544	﹤0.01%	1616
2022 Q2	$9K	Hold	248	–	–	﹤0.01%	1694
2022 Q1	$11K	Buy	+248	New	+$12.2K	﹤0.01%	1594
2021 Q4	–	Sell	-248	Closed	-$13K	–	1484
2021 Q3	$13K	Hold	248	–	–	﹤0.01%	1348
2021 Q2	$11K	Hold	248	–	–	﹤0.01%	1358
2021 Q1	$12K	Hold	248	–	–	﹤0.01%	1254
2020 Q4	$10K	Hold	248	–	–	﹤0.01%	1271
2020 Q3	$10K	Hold	248	–	–	﹤0.01%	1150
2020 Q2	$8K	Buy	+248	New	+$5.71K	﹤0.01%	1179

Other funds holding SAH

BlackRock New York $6.73T AUM 46.02% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Global Retirement Partners's SAH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Sonic Automotive (SAH) in Q2 2026: 93 shares worth $7.88K. The stake represents ﹤0.01% of the portfolio and ranks #3508 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SAH as recently as Q3 2024.

Global Retirement Partners first reported a position in SAH in Q2 2020 and has held it in 18 quarters since. The position peaked at $13K in Q3 2021. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

Global Retirement Partners held 93 shares of Sonic Automotive worth $7.88K as of Q2 2026.
Sonic Automotive was a new Global Retirement Partners position in Q2 2026.
Sonic Automotive made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3508 holding.
Global Retirement Partners first reported a position in Sonic Automotive in Q2 2020 and has held it in 18 quarters since.
Global Retirement Partners's Sonic Automotive position peaked at $13K in Q3 2021.
237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.