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Harrell Investment Partners’s Sonic Automotive SAH Stock Holding History

Harrell Investment 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 		$254K Hold
3,000
– – 0.06% 137
2026
Q1 		$206K Buy
+3,000
New +$187K 0.05% 141
2025
Q4 		– Sell
-3,000
Closed -$228K – 130
2025
Q3 		$228K Hold
3,000
– – 0.05% 120
2025
Q2 		$240K Buy
+3,000
New +$202K 0.06% 118

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AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Harrell Investment Partners's SAH Position: Q2 2026 in Review

Harrell Investment Partners held its Sonic Automotive (SAH) position steady in Q2 2026 at 3,000 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #137.

Harrell Investment Partners first reported a position in SAH in Q2 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Harrell Investment Partners held 3,000 shares of Sonic Automotive worth $254K as of Q2 2026.
  • Harrell Investment Partners left its Sonic Automotive share count unchanged in Q2 2026.
  • Sonic Automotive made up 0.06% of Harrell Investment Partners's portfolio in Q2 2026, its #137 holding.
  • Harrell Investment Partners first reported a position in Sonic Automotive in Q2 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.