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Mutual Advisors’s Sonic Automotive SAH Stock Holding History

Mutual Advisors’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 		– Sell
-17,395
Closed -$1.08M – 1384
2025
Q4 		$1.08M Sell
17,395
-4
-0% -$265 0.02% 555
2025
Q3 		$1.14M Buy
17,399
+4
+0% +$319 0.03% 518
2025
Q2 		$1.37M Sell
17,395
-3,200
-16% -$215K 0.03% 409
2025
Q1 		$1.24M Sell
20,595
-3,037
-13% -$204K 0.04% 396
2024
Q4 		$1.61M Hold
23,632
– – 0.05% 331
2024
Q3 		$1.36M Sell
23,632
-540
-2% -$31.1K 0.04% 381
2024
Q2 		$1.37M Hold
24,172
– – 0.04% 377
2024
Q1 		$1.38M Buy
+24,172
New +$1.28M 0.04% 373
2020
Q3 		– Sell
-20,640
Closed -$659K – 701
2020
Q2 		$659K Buy
+20,640
New +$476K 0.06% 311
2019
Q4 		– Sell
-27,490
Closed -$863K – 616
2019
Q3 		$863K Sell
27,490
-17,140
-38% -$463K 0.11% 219
2019
Q2 		$1.04M Sell
44,630
-5,970
-12% -$115K 0.14% 192
2019
Q1 		$749K Hold
50,600
– – 0.11% 212
2018
Q4 		$696K Hold
50,600
– – 0.14% 183
2018
Q3 		$979K Hold
50,600
– – 0.15% 168
2018
Q2 		$1.04M Hold
50,600
– – 0.24% 134
2018
Q1 		$959K Buy
+50,600
New +$1.02M 0.24% 135

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

Mutual Advisors's SAH Position: Q1 2026 in Review

Mutual Advisors sold out of Sonic Automotive (SAH) in Q1 2026, closing a stake of 17,395 shares — an estimated $1.08M sold.

Mutual Advisors first reported a position in SAH in Q1 2018 and held it in 16 quarters. The position peaked at $1.61M in Q4 2024. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Mutual Advisors reported no remaining Sonic Automotive position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 17,395 Sonic Automotive shares in Q1 2026, an estimated $1.08M.
  • Mutual Advisors first reported a position in Sonic Automotive in Q1 2018 and held it in 16 quarters.
  • Mutual Advisors's Sonic Automotive position peaked at $1.61M in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.