IWC
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Integrated Wealth Concepts’s AutoNation AN Stock Holding History

Integrated Wealth Concepts’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
Q1 		$411K Buy
+2,105
New +$425K ﹤0.01% 1660
2025
Q4 		– Sell
-1,635
Closed -$358K – 1629
2025
Q3 		$358K Buy
1,635
+217
+15% +$45.7K ﹤0.01% 1536
2025
Q2 		$282K Buy
+1,418
New +$256K ﹤0.01% 1584
2024
Q4 		– Sell
-2,273
Closed -$407K – 1717
2024
Q3 		$407K Buy
2,273
+5
+0.2% +$859 0.01% 1176
2024
Q2 		$361K Buy
2,268
+97
+4% +$15.8K ﹤0.01% 1210
2024
Q1 		$359K Buy
+2,171
New +$319K 0.01% 1223

Other funds holding AN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's AN Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in AutoNation (AN) in Q1 2026: 2,105 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #1660 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AN as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in AN in Q1 2024 and has held it in 6 quarters since. 508 funds tracked by Wall St. Rank hold AN as of Q1 2026.

  • Integrated Wealth Concepts held 2,105 shares of AutoNation worth $411K as of Q1 2026.
  • AutoNation was a new Integrated Wealth Concepts position in Q1 2026.
  • AutoNation made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1660 holding.
  • Integrated Wealth Concepts first reported a position in AutoNation in Q1 2024 and has held it in 6 quarters since.
  • 508 funds tracked by Wall St. Rank held AutoNation as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.