Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Sonic Automotive SAH Stock Holding History

Northwestern Mutual Wealth Management’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 		$275K Buy
4,012
+435
+12% +$27.2K ﹤0.01% 1773
2025
Q4 		$221K Buy
3,577
+284
+9% +$18.8K ﹤0.01% 1823
2025
Q3 		$251K Buy
3,293
+2,856
+654% +$228K ﹤0.01% 1713
2025
Q2 		$34.9K Buy
437
+397
+993% +$26.7K ﹤0.01% 2387
2025
Q1 		$2.28K Hold
40
– – ﹤0.01% 3121
2024
Q4 		$2.53K Buy
+40
New +$2.48K ﹤0.01% 3126
2024
Q2 		– Sell
-11
Closed -$626 – 3781
2024
Q1 		$626 Buy
+11
New +$582 ﹤0.01% 3253
2022
Q3 		– Sell
-409
Closed -$15K – 3353
2022
Q2 		$15K Sell
409
-567
-58% -$24.3K ﹤0.01% 2376
2022
Q1 		$41K Hold
976
– – ﹤0.01% 2037
2021
Q4 		$48K Hold
976
– – ﹤0.01% 1998
2021
Q3 		$51K Hold
976
– – ﹤0.01% 1901
2021
Q2 		$44K Buy
976
+567
+139% +$27.5K ﹤0.01% 1897
2021
Q1 		$20K Hold
409
– – ﹤0.01% 2060
2020
Q4 		$16K Hold
409
– – ﹤0.01% 2042
2020
Q3 		$16K Hold
409
– – ﹤0.01% 1874
2020
Q2 		$13K Hold
409
– – ﹤0.01% 1841
2020
Q1 		$5K Sell
409
-1,707
-81% -$44.5K ﹤0.01% 2080
2019
Q4 		$66K Buy
+2,116
New +$66.9K ﹤0.01% 1346
2014
Q1 		– Sell
-60
Closed -$1K – 1435
2013
Q4 		$1K Buy
+60
New +$1.4K ﹤0.01% 1315

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

Northwestern Mutual Wealth Management's SAH Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Sonic Automotive (SAH) stake by 12% in Q1 2026, buying an estimated $27.2K and bringing the position to 4,012 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Northwestern Mutual Wealth Management first reported a position in SAH in Q4 2013 and has held it in 19 quarters since. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Northwestern Mutual Wealth Management held 4,012 shares of Sonic Automotive worth $275K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 435 Sonic Automotive shares in Q1 2026, an estimated $27.2K.
  • Sonic Automotive made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1773 holding.
  • Northwestern Mutual Wealth Management first reported a position in Sonic Automotive in Q4 2013 and has held it in 19 quarters since.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.