IWC
AN icon

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
Q2 		$676K Buy
3,638
+1,533
+73% +$300K ﹤0.01% 1477
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 $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

Integrated Wealth Concepts's AN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its AutoNation (AN) stake by 73% in Q2 2026, buying an estimated $300K and bringing the position to 3,638 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Integrated Wealth Concepts first reported a position in AN in Q1 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold AN as of Q2 2026.

  • Integrated Wealth Concepts held 3,638 shares of AutoNation worth $676K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,533 AutoNation shares in Q2 2026, an estimated $300K.
  • AutoNation made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1477 holding.
  • Integrated Wealth Concepts first reported a position in AutoNation in Q1 2024 and has held it in 7 quarters since.
  • 511 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.