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Integrated Wealth Concepts’s Sonic Automotive SAH Stock Holding History

Integrated Wealth Concepts’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 		$5.19K Buy
+61
New +$4.68K ﹤0.01% 4952

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Sonic Automotive (SAH) in Q2 2026: 61 shares worth $5.19K. The stake represents ﹤0.01% of the portfolio and ranks #4952 among its holdings.

236 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Integrated Wealth Concepts held 61 shares of Sonic Automotive worth $5.19K as of Q2 2026.
  • Sonic Automotive was a new Integrated Wealth Concepts position in Q2 2026.
  • Sonic Automotive made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4952 holding.
  • 236 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

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