MAI Capital Management’s Sonic Automotive SAH Stock Holding History

MAI Capital Management’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	$681K	Buy	8,027 +171	+2%	+$13.1K	﹤0.01%	1153
2026 Q1	$539K	Hold	7,856	–	–	﹤0.01%	996
2025 Q4	$486K	Hold	7,856	–	–	﹤0.01%	970
2025 Q3	$598K	Hold	7,856	–	–	﹤0.01%	862
2025 Q2	$628K	Hold	7,856	–	–	﹤0.01%	779
2025 Q1	$447K	Hold	7,856	–	–	﹤0.01%	860
2024 Q4	$498K	Hold	7,856	–	–	﹤0.01%	846
2024 Q3	$459K	Hold	7,856	–	–	﹤0.01%	761
2024 Q2	$428K	Hold	7,856	–	–	﹤0.01%	861
2024 Q1	$447K	Hold	7,856	–	–	﹤0.01%	845
2023 Q4	$442K	Buy	+7,856	New	+$393K	0.01%	743

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

MAI Capital Management's SAH Position: Q2 2026 in Review

MAI Capital Management increased its Sonic Automotive (SAH) stake by 2.2% in Q2 2026, buying an estimated $13.1K and bringing the position to 8,027 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

MAI Capital Management first reported a position in SAH in Q4 2023 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

MAI Capital Management held 8,027 shares of Sonic Automotive worth $681K as of Q2 2026.
MAI Capital Management bought 171 Sonic Automotive shares in Q2 2026, an estimated $13.1K.
Sonic Automotive made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1153 holding.
MAI Capital Management first reported a position in Sonic Automotive in Q4 2023 and has held it in 11 quarters since.
237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.