Morris Financial Concepts’s AutoNation AN Stock Holding History

Morris Financial Concepts’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	$259K	Buy	1,393 +9	+0.7%	+$1.76K	0.08%	127
2026 Q1	$270K	Sell	1,384 -28	-2%	-$5.66K	0.09%	112
2025 Q4	$292K	Sell	1,412 -2	-0.1%	-$416	0.1%	106
2025 Q3	$309K	Buy	1,414 +1	+0.1%	+$211	0.11%	102
2025 Q2	$281K	Hold	1,413	–	–	0.11%	105
2025 Q1	$229K	Hold	1,413	–	–	0.1%	120
2024 Q4	$240K	Buy	1,413 +10	+0.7%	+$1.69K	0.1%	112
2024 Q3	$251K	Buy	+1,403	New	+$241K	0.11%	104

Other funds holding AN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morris Financial Concepts's AN Position: Q2 2026 in Review

Morris Financial Concepts increased its AutoNation (AN) stake by 0.65% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,393 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #127.

Morris Financial Concepts first reported a position in AN in Q3 2024 and has held it in 8 quarters since. The position peaked at $309K in Q3 2025. 511 funds tracked by Wall St. Rank hold AN as of Q2 2026.

Morris Financial Concepts held 1,393 shares of AutoNation worth $259K as of Q2 2026.
Morris Financial Concepts bought 9 AutoNation shares in Q2 2026, an estimated $1.76K.
AutoNation made up 0.08% of Morris Financial Concepts's portfolio in Q2 2026, its #127 holding.
Morris Financial Concepts first reported a position in AutoNation in Q3 2024 and has held it in 8 quarters since.
Morris Financial Concepts's AutoNation position peaked at $309K in Q3 2025.
511 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.