Heritage Wealth Advisors’s AutoNation AN Stock Holding History

Heritage Wealth Advisors’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 Q2	$25.6K	Hold	138	–	–	﹤0.01%	407
2026 Q1	$26.9K	Hold	138	–	–	﹤0.01%	401
2025 Q4	$28.5K	Hold	138	–	–	﹤0.01%	372
2025 Q3	$30.2K	Hold	138	–	–	﹤0.01%	343
2025 Q2	$27.4K	Hold	138	–	–	﹤0.01%	342
2025 Q1	$22.3K	Hold	138	–	–	﹤0.01%	357
2024 Q4	$23.4K	Hold	138	–	–	﹤0.01%	376
2024 Q3	$24.7K	Hold	138	–	–	﹤0.01%	382
2024 Q2	$22K	Hold	138	–	–	﹤0.01%	372
2024 Q1	$22.9K	Hold	138	–	–	﹤0.01%	388
2023 Q4	$20.7K	Hold	138	–	–	﹤0.01%	409
2023 Q3	$20.9K	Hold	138	–	–	﹤0.01%	378
2023 Q2	$22.7K	Hold	138	–	–	﹤0.01%	389
2023 Q1	$18.5K	Hold	138	–	–	﹤0.01%	405
2022 Q4	$14.8K	Hold	138	–	–	﹤0.01%	427
2022 Q3	$14.1K	Hold	138	–	–	﹤0.01%	402
2022 Q2	$15K	Hold	138	–	–	﹤0.01%	441
2022 Q1	$14K	Hold	138	–	–	﹤0.01%	416
2021 Q4	$16K	Hold	138	–	–	﹤0.01%	419
2021 Q3	$16.8K	Hold	138	–	–	﹤0.01%	416
2021 Q2	$13.1K	Sell	138 -200	-59%	-$19.6K	﹤0.01%	439
2021 Q1	$31.5K	Hold	338	–	–	﹤0.01%	377
2020 Q4	$24K	Buy	+338	New	+$21.3K	﹤0.01%	390

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Advisors's AN Position: Q2 2026 in Review

Heritage Wealth Advisors held its AutoNation (AN) position steady in Q2 2026 at 138 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Heritage Wealth Advisors first reported a position in AN in Q4 2020 and has held it in 23 quarters since. The position peaked at $31.5K in Q1 2021. 508 funds tracked by Wall St. Rank hold AN as of Q2 2026.

Heritage Wealth Advisors held 138 shares of AutoNation worth $25.6K as of Q2 2026.
Heritage Wealth Advisors left its AutoNation share count unchanged in Q2 2026.
AutoNation made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #407 holding.
Heritage Wealth Advisors first reported a position in AutoNation in Q4 2020 and has held it in 23 quarters since.
Heritage Wealth Advisors's AutoNation position peaked at $31.5K in Q1 2021.
508 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.