Nisa Investment Advisors’s Sonic Automotive SAH Stock Holding History

Nisa Investment 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	$319K	Buy	4,624 +91	+2%	+$5.68K	﹤0.01%	1068
2025 Q4	$282K	Sell	4,533 -22	-0.5%	-$1.46K	﹤0.01%	1146
2025 Q3	$348K	Buy	4,555 +46	+1%	+$3.67K	﹤0.01%	1123
2025 Q2	$362K	Buy	4,509 +165	+4%	+$11.1K	﹤0.01%	1068
2025 Q1	$249K	Sell	4,344 -32	-0.7%	-$2.15K	﹤0.01%	1178
2024 Q4	$279K	Buy	4,376 +39	+0.9%	+$2.42K	﹤0.01%	1203
2024 Q3	$255K	Sell	4,337 -1	-0%	-$58	﹤0.01%	1221
2024 Q2	$238K	Buy	4,338 +10	+0.2%	+$554	﹤0.01%	1269
2024 Q1	$248K	Buy	4,328 +15	+0.3%	+$794	﹤0.01%	1259
2023 Q4	$242K	Hold	4,313	–	–	﹤0.01%	1233
2023 Q3	$206K	Hold	4,313	–	–	﹤0.01%	1297
2023 Q2	$206K	Sell	4,313 -5,750	-57%	-$265K	﹤0.01%	1329
2023 Q1	$547K	Hold	10,063	–	–	﹤0.01%	1045
2022 Q4	$496K	Buy	10,063 +9,750	+3,115%	+$467K	﹤0.01%	1121
2022 Q3	$14K	Buy	313 +13	+4%	+$589	﹤0.01%	2127
2022 Q2	$11K	Buy	300 +130	+76%	+$5.58K	﹤0.01%	2170
2022 Q1	$7K	Hold	170	–	–	﹤0.01%	2264
2021 Q4	$9K	Hold	170	–	–	﹤0.01%	2043
2021 Q3	$9	Hold	170	–	–	﹤0.01%	2220
2021 Q2	$8	Sell	170 -1,100	-87%	-$53.4K	﹤0.01%	2252
2021 Q1	$63	Hold	1,270	–	–	﹤0.01%	1931
2020 Q4	$49K	Buy	1,270 +470	+59%	+$19.1K	﹤0.01%	1993
2020 Q3	$32K	Buy	+800	New	+$32.5K	﹤0.01%	1982
2019 Q1	–	Sell	-21,700	Closed	-$299K	–	2045
2018 Q4	$299K	Hold	21,700	–	–	﹤0.01%	1136
2018 Q3	$420K	Sell	21,700 -1,000	-4%	-$20.7K	﹤0.01%	1152
2018 Q2	$468K	Sell	22,700 -3,500	-13%	-$73K	﹤0.01%	1076
2018 Q1	$496K	Hold	26,200	–	–	0.01%	1023
2017 Q4	$483K	Hold	26,200	–	–	0.01%	1047
2017 Q3	$534K	Hold	26,200	–	–	0.01%	1014
2017 Q2	$510K	Sell	26,200 -1,000	-4%	-$19.1K	0.01%	1011
2017 Q1	$545K	Buy	27,200 +1,000	+4%	+$22.3K	0.01%	1005
2016 Q4	$600K	Sell	26,200 -5,700	-18%	-$116K	0.01%	980
2016 Q3	$600K	Hold	31,900	–	–	0.01%	946
2016 Q2	$546K	Hold	31,900	–	–	0.01%	955
2016 Q1	$590K	Hold	31,900	–	–	0.01%	938
2015 Q4	$726K	Hold	31,900	–	–	0.01%	844
2015 Q3	$651K	Hold	31,900	–	–	0.01%	872
2015 Q2	$760K	Hold	31,900	–	–	0.01%	879
2015 Q1	$794K	Hold	31,900	–	–	0.01%	882
2014 Q4	$863K	Hold	31,900	–	–	0.01%	833
2014 Q3	$782K	Hold	31,900	–	–	0.01%	872
2014 Q2	$851K	Hold	31,900	–	–	0.01%	858
2014 Q1	$717K	Buy	31,900 +2,000	+7%	+$45.9K	0.01%	921
2013 Q4	$732K	Hold	29,900	–	–	0.01%	903
2013 Q3	$712K	Sell	29,900 -8,300	-22%	-$191K	0.01%	887
2013 Q2	$808K	Buy	+38,200	New	+$849K	0.01%	840

Other funds holding SAH

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nisa Investment Advisors's SAH Position: Q1 2026 in Review

Nisa Investment Advisors increased its Sonic Automotive (SAH) stake by 2% in Q1 2026, buying an estimated $5.68K and bringing the position to 4,624 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Nisa Investment Advisors first reported a position in SAH in Q2 2013 and has held it in 46 quarters since. The position peaked at $863K in Q4 2014. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

Nisa Investment Advisors held 4,624 shares of Sonic Automotive worth $319K as of Q1 2026.
Nisa Investment Advisors bought 91 Sonic Automotive shares in Q1 2026, an estimated $5.68K.
Sonic Automotive made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1068 holding.
Nisa Investment Advisors first reported a position in Sonic Automotive in Q2 2013 and has held it in 46 quarters since.
Nisa Investment Advisors's Sonic Automotive position peaked at $863K in Q4 2014.
225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.