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Marshall Financial Group (Maryland)’s AutoNation AN Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.11M Buy
5,987
+794
+15% +$155K 0.16% 117
2026
Q1 		$1.01M Buy
5,193
+149
+3% +$30.1K 0.16% 115
2025
Q4 		$1.04M Buy
+5,044
New +$1.05M 0.2% 111

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

Marshall Financial Group (Maryland)'s AN Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its AutoNation (AN) stake by 15% in Q2 2026, buying an estimated $155K and bringing the position to 5,987 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #117.

Marshall Financial Group (Maryland) first reported a position in AN in Q4 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold AN as of Q2 2026.

  • Marshall Financial Group (Maryland) held 5,987 shares of AutoNation worth $1.11M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 794 AutoNation shares in Q2 2026, an estimated $155K.
  • AutoNation made up 0.16% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #117 holding.
  • Marshall Financial Group (Maryland) first reported a position in AutoNation in Q4 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.