Modera Wealth Management’s AutoNation AN Stock Holding History

Modera Wealth Management’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	–	Sell	-1,074	Closed	-$210K	–	651
2026 Q1	$210K	Sell	1,074 -44	-4%	-$8.89K	﹤0.01%	604
2025 Q4	$231K	Buy	1,118 +3	+0.3%	+$624	﹤0.01%	592
2025 Q3	$244K	Hold	1,115	–	–	﹤0.01%	586
2025 Q2	$221K	Buy	+1,115	New	+$201K	﹤0.01%	601
2024 Q4	–	Sell	-1,124	Closed	-$201K	–	614
2024 Q3	$201K	Buy	+1,124	New	+$193K	﹤0.01%	588
2022 Q1	–	Sell	-1,784	Closed	-$208K	–	369
2021 Q4	$208K	Buy	+1,784	New	+$215K	0.01%	554

Other funds holding AN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Modera Wealth Management's AN Position: Q2 2026 in Review

Modera Wealth Management sold out of AutoNation (AN) in Q2 2026, closing a stake of 1,074 shares — an estimated $210K sold.

Modera Wealth Management first reported a position in AN in Q4 2021 and held it in 6 quarters. The position peaked at $244K in Q3 2025. 238 funds tracked by Wall St. Rank hold AN as of Q2 2026.

Modera Wealth Management reported no remaining AutoNation position as of Q2 2026 after selling out during the quarter.
Modera Wealth Management sold 1,074 AutoNation shares in Q2 2026, an estimated $210K.
Modera Wealth Management first reported a position in AutoNation in Q4 2021 and held it in 6 quarters.
Modera Wealth Management's AutoNation position peaked at $244K in Q3 2025.
238 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.