NorthCrest Asset Manangement’s Sonic Automotive SAH Stock Holding History

NorthCrest Asset Manangement’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 Q2	$1.69M	Buy	17,682 +47	+0.3%	+$3.61K	0.04%	267
2026 Q1	$1.14M	Buy	17,635 +97	+0.6%	+$6.05K	0.04%	310
2025 Q4	$1.1M	Sell	17,538 -17	-0.1%	-$1.13K	0.02%	358
2025 Q3	$1.27M	Buy	17,555 +5,932	+51%	+$473K	0.03%	308
2025 Q2	$1.02M	Sell	11,623 -6,908	-37%	-$465K	0.03%	303
2025 Q1	$1.06M	Buy	18,531 +17	+0.1%	+$1.14K	0.03%	292
2024 Q4	$1.17M	Hold	18,514	–	–	0.04%	266
2024 Q3	$1.08M	Buy	18,514 +14	+0.1%	+$807	0.03%	269
2024 Q2	$1.01M	Hold	18,500	–	–	0.03%	272
2024 Q1	$1.05M	Sell	18,500 -550	-3%	-$29.1K	0.04%	266
2023 Q4	$1.07M	Sell	19,050 -100	-0.5%	-$5.01K	0.04%	256
2023 Q3	$915K	Hold	19,150	–	–	0.04%	268
2023 Q2	$913K	Hold	19,150	–	–	0.04%	277
2023 Q1	$1.04M	Buy	19,150 +950	+5%	+$51.1K	0.04%	256
2022 Q4	$897K	Buy	18,200 +200	+1%	+$9.57K	0.05%	201
2022 Q3	$779K	Hold	18,000	–	–	0.04%	239
2022 Q2	$659K	Hold	18,000	–	–	0.03%	269
2022 Q1	$765K	Buy	18,000 +250	+1%	+$12.3K	0.04%	240
2021 Q4	$878K	Buy	+17,750	New	+$889K	0.05%	245

Other funds holding SAH

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HIP

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

NorthCrest Asset Manangement's SAH Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Sonic Automotive (SAH) stake by 0.27% in Q2 2026, buying an estimated $3.61K and bringing the position to 17,682 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #267.

NorthCrest Asset Manangement first reported a position in SAH in Q4 2021 and has held it in 19 quarters since. 23 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

NorthCrest Asset Manangement held 17,682 shares of Sonic Automotive worth $1.69M as of Q2 2026.
NorthCrest Asset Manangement bought 47 Sonic Automotive shares in Q2 2026, an estimated $3.61K.
Sonic Automotive made up 0.04% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #267 holding.
NorthCrest Asset Manangement first reported a position in Sonic Automotive in Q4 2021 and has held it in 19 quarters since.
23 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.