IFWM
AN icon

Institute for Wealth Management’s AutoNation AN Stock Holding History

Institute for Wealth 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
Q2 		$1.89M Buy
10,193
+75
+0.7% +$14.7K 0.17% 122
2026
Q1 		$1.98M Hold
10,118
– – 0.21% 110
2025
Q4 		$2.09M Buy
+10,118
New +$2.1M 0.22% 95
2022
Q3 		– Sell
-4,478
Closed -$500K – 457
2022
Q2 		$500K Hold
4,478
– – 0.1% 275
2022
Q1 		$446K Buy
+4,478
New +$495K 0.07% 318

Other funds holding AN

BlackRock
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institute for Wealth Management's AN Position: Q2 2026 in Review

Institute for Wealth Management increased its AutoNation (AN) stake by 0.74% in Q2 2026, buying an estimated $14.7K and bringing the position to 10,193 shares worth $1.89M. The position accounts for 0.17% of the portfolio, ranked #122.

Institute for Wealth Management first reported a position in AN in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.09M in Q4 2025. 508 funds tracked by Wall St. Rank hold AN as of Q2 2026.

  • Institute for Wealth Management held 10,193 shares of AutoNation worth $1.89M as of Q2 2026.
  • Institute for Wealth Management bought 75 AutoNation shares in Q2 2026, an estimated $14.7K.
  • AutoNation made up 0.17% of Institute for Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Institute for Wealth Management first reported a position in AutoNation in Q1 2022 and has held it in 5 quarters since.
  • Institute for Wealth Management's AutoNation position peaked at $2.09M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.