Morgan Stanley
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Morgan Stanley’s Sonic Automotive SAH Stock Holding History

Morgan Stanley’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
Q1 		$12.5M Sell
182,941
-34,481
-16% -$2.15M ﹤0.01% 3371
2025
Q4 		$13.4M Buy
217,422
+22,912
+12% +$1.52M ﹤0.01% 3328
2025
Q3 		$14.8M Sell
194,510
-32,166
-14% -$2.57M ﹤0.01% 3176
2025
Q2 		$18.1M Buy
226,676
+42,927
+23% +$2.89M ﹤0.01% 2912
2025
Q1 		$10.5M Sell
183,749
-3,986
-2% -$268K ﹤0.01% 3297
2024
Q4 		$11.9M Sell
187,735
-114,765
-38% -$7.11M ﹤0.01% 3263
2024
Q3 		$17.7M Buy
302,500
+46,403
+18% +$2.68M ﹤0.01% 2916
2024
Q2 		$13.9M Sell
256,097
-26,906
-10% -$1.49M ﹤0.01% 3041
2024
Q1 		$16.1M Sell
283,003
-518,257
-65% -$27.4M ﹤0.01% 2926
2023
Q4 		$45M Buy
801,260
+584,942
+270% +$29.3M ﹤0.01% 2568
2023
Q3 		$10.3M Buy
216,318
+13,364
+7% +$679K ﹤0.01% 3104
2023
Q2 		$9.67M Sell
202,954
-42,541
-17% -$1.96M ﹤0.01% 3201
2023
Q1 		$13.3M Sell
245,495
-50,406
-17% -$2.71M ﹤0.01% 2870
2022
Q4 		$14.6M Sell
295,901
-67,930
-19% -$3.25M ﹤0.01% 2661
2022
Q3 		$15.8M Buy
363,831
+53,298
+17% +$2.41M ﹤0.01% 2460
2022
Q2 		$11.4M Buy
310,533
+58,847
+23% +$2.53M ﹤0.01% 2939
2022
Q1 		$10.7M Buy
251,686
+30,487
+14% +$1.5M ﹤0.01% 2831
2021
Q4 		$10.9M Sell
221,199
-10,021
-4% -$502K ﹤0.01% 2855
2021
Q3 		$12.1M Sell
231,220
-6,475
-3% -$328K ﹤0.01% 2661
2021
Q2 		$10.6M Buy
237,695
+92,316
+64% +$4.48M ﹤0.01% 2904
2021
Q1 		$7.21M Sell
145,379
-144,009
-50% -$6.68M ﹤0.01% 3015
2020
Q4 		$11.2M Buy
289,388
+128,216
+80% +$5.21M ﹤0.01% 2391
2020
Q3 		$6.47M Buy
161,172
+41,642
+35% +$1.69M ﹤0.01% 2463
2020
Q2 		$3.81M Sell
119,530
-227,475
-66% -$5.24M ﹤0.01% 2947
2020
Q1 		$4.61M Buy
347,005
+167,499
+93% +$4.37M ﹤0.01% 2536
2019
Q4 		$5.56M Sell
179,506
-40,160
-18% -$1.27M ﹤0.01% 3088
2019
Q3 		$6.9M Sell
219,666
-26,230
-11% -$709K ﹤0.01% 2518
2019
Q2 		$5.74M Buy
245,896
+38,362
+18% +$739K ﹤0.01% 2782
2019
Q1 		$3.07M Buy
207,534
+27,025
+15% +$405K ﹤0.01% 3187
2018
Q4 		$2.48M Sell
180,509
-79,036
-30% -$1.31M ﹤0.01% 3582
2018
Q3 		$5.02M Buy
259,545
+51,402
+25% +$1.06M ﹤0.01% 3171
2018
Q2 		$4.29M Buy
208,143
+10,596
+5% +$221K ﹤0.01% 3326
2018
Q1 		$3.74M Buy
197,547
+1,821
+0.9% +$36.8K ﹤0.01% 3357
2017
Q4 		$3.61M Sell
195,726
-23,697
-11% -$482K ﹤0.01% 3455
2017
Q3 		$4.48M Buy
219,423
+20,823
+10% +$380K ﹤0.01% 3073
2017
Q2 		$3.86M Buy
198,600
+25,290
+15% +$482K ﹤0.01% 3150
2017
Q1 		$3.48M Sell
173,310
-33,312
-16% -$744K ﹤0.01% 3265
2016
Q4 		$4.73M Buy
206,622
+50,035
+32% +$1.02M ﹤0.01% 3052
2016
Q3 		$2.94M Sell
156,587
-51,866
-25% -$917K ﹤0.01% 3171
2016
Q2 		$3.57M Sell
208,453
-266,015
-56% -$4.6M ﹤0.01% 2917
2016
Q1 		$8.77M Sell
474,468
-96,581
-17% -$1.77M ﹤0.01% 1970
2015
Q4 		$13M Buy
571,049
+17,663
+3% +$412K ﹤0.01% 1759
2015
Q3 		$11.3M Sell
553,386
-197,538
-26% -$4.41M ﹤0.01% 1839
2015
Q2 		$17.9M Buy
750,924
+65,290
+10% +$1.58M 0.01% 1597
2015
Q1 		$17.1M Buy
685,634
+262,091
+62% +$6.62M 0.01% 1584
2014
Q4 		$11.5M Buy
423,543
+8,240
+2% +$208K ﹤0.01% 1931
2014
Q3 		$10.2M Buy
415,303
+148,032
+55% +$3.69M ﹤0.01% 1996
2014
Q2 		$7.13M Buy
267,271
+47,500
+22% +$1.19M ﹤0.01% 2343
2014
Q1 		$4.94M Sell
219,771
-110,783
-34% -$2.55M ﹤0.01% 2594
2013
Q4 		$8.09M Buy
330,554
+138,599
+72% +$3.23M ﹤0.01% 2117
2013
Q3 		$4.57M Sell
191,955
-159,562
-45% -$3.67M ﹤0.01% 2510
2013
Q2 		$7.43M Buy
+351,517
New +$7.81M ﹤0.01% 1955

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley's SAH Position: Q1 2026 in Review

Morgan Stanley reduced its Sonic Automotive (SAH) stake by 16% in Q1 2026, selling an estimated $2.15M and leaving 182,941 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3371.

Morgan Stanley first reported a position in SAH in Q2 2013 and has held it in 52 quarters since. The position peaked at $45M in Q4 2023. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Morgan Stanley held 182,941 shares of Sonic Automotive worth $12.5M as of Q1 2026.
  • Morgan Stanley sold 34,481 Sonic Automotive shares in Q1 2026, an estimated $2.15M.
  • Sonic Automotive made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3371 holding.
  • Morgan Stanley first reported a position in Sonic Automotive in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Sonic Automotive position peaked at $45M in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.