Lloyd Advisory Services’s Sonic Automotive SAH Stock Holding History

Lloyd Advisory Services’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	–	Sell	-4,263	Closed	-$292K	–	935
2026 Q1	$292K	Buy	+4,263	New	+$266K	0.08%	116

Other funds holding SAH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Lloyd Advisory Services's SAH Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Sonic Automotive (SAH) in Q2 2026, closing a stake of 4,263 shares — an estimated $292K sold.

Lloyd Advisory Services first reported a position in SAH in Q1 2026 and held it in 1 quarter. The position peaked at $292K in Q1 2026. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

Lloyd Advisory Services reported no remaining Sonic Automotive position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 4,263 Sonic Automotive shares in Q2 2026, an estimated $292K.
Lloyd Advisory Services first reported a position in Sonic Automotive in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Sonic Automotive position peaked at $292K in Q1 2026.
237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.