IWA
AN icon

IVC Wealth Advisors’s AutoNation AN Stock Holding History

IVC 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 		$1.58M Sell
8,490
-55
-0.6% -$10.8K 0.62% 33
2026
Q1 		$1.67M Sell
8,545
-15
-0.2% -$3.03K 0.72% 25
2025
Q4 		$1.77M Sell
8,560
-78
-0.9% -$16.2K 0.77% 26
2025
Q3 		$1.89M Sell
8,638
-436
-5% -$91.9K 0.84% 23
2025
Q2 		$1.8M Buy
9,074
+78
+0.9% +$14.1K 0.88% 23
2025
Q1 		$1.46M Sell
8,996
-401
-4% -$71.5K 0.78% 27
2024
Q4 		$1.6M Sell
9,397
-185
-2% -$31.2K 0.89% 23
2024
Q3 		$1.71M Sell
9,582
-475
-5% -$81.6K 0.94% 23
2024
Q2 		$1.6M Sell
10,057
-360
-3% -$58.7K 0.9% 24
2024
Q1 		$1.72M Buy
10,417
+38
+0.4% +$5.59K 1% 21
2023
Q4 		$1.56M Sell
10,379
-104
-1% -$14.4K 0.97% 22
2023
Q3 		$1.59M Buy
10,483
+3
+0% +$479 1.06% 18
2023
Q2 		$1.73M Sell
10,480
-172
-2% -$23.9K 1.09% 16
2023
Q1 		$1.43M Sell
10,652
-369
-3% -$47.4K 1.01% 23
2022
Q4 		$1.18M Sell
11,021
-126
-1% -$13.9K 0.87% 28
2022
Q3 		$1.14M Sell
11,147
-54
-0.5% -$6.34K 0.91% 24
2022
Q2 		$1.25M Sell
11,201
-724
-6% -$82.1K 0.97% 24
2022
Q1 		$1.19M Sell
11,925
-48
-0.4% -$5.3K 0.78% 28
2021
Q4 		$1.4M Sell
11,973
-1,029
-8% -$124K 0.9% 25
2021
Q3 		$1.58M Buy
13,002
+249
+2% +$28.1K 1.09% 18
2021
Q2 		$1.21M Sell
12,753
-371
-3% -$36.3K 0.85% 31
2021
Q1 		$1.22M Sell
13,124
-236
-2% -$18.9K 0.96% 27
2020
Q4 		$932K Buy
+13,360
New +$840K 0.89% 29

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

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

IVC Wealth Advisors reduced its AutoNation (AN) stake by 0.64% in Q2 2026, selling an estimated $10.8K and leaving 8,490 shares worth $1.58M. The position accounts for 0.62% of the portfolio, ranked #33.

IVC Wealth Advisors first reported a position in AN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.89M in Q3 2025. 508 funds tracked by Wall St. Rank hold AN as of Q2 2026.

  • IVC Wealth Advisors held 8,490 shares of AutoNation worth $1.58M as of Q2 2026.
  • IVC Wealth Advisors sold 55 AutoNation shares in Q2 2026, an estimated $10.8K.
  • AutoNation made up 0.62% of IVC Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • IVC Wealth Advisors first reported a position in AutoNation in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's AutoNation position peaked at $1.89M in Q3 2025.
  • 508 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

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