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Olistico Wealth’s AutoNation AN Stock Holding History

Olistico Wealth’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
Q3 		$7.87K Hold
50
– – ﹤0.01% 281
2026
Q2 		$9.29K Hold
50
– – ﹤0.01% 251
2026
Q1 		$9.76K Hold
50
– – ﹤0.01% 254
2025
Q4 		$10.3K Buy
+50
New +$10.4K 0.01% 252

Other funds holding AN

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MSS
Mitchell Sinkler & Starr Philadelphia, Pennsylvania $247M AUM 20.34% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Olistico Wealth's AN Position: Q3 2026 in Review

Olistico Wealth held its AutoNation (AN) position steady in Q3 2026 at 50 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Olistico Wealth first reported a position in AN in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.3K in Q4 2025. 26 funds tracked by Wall St. Rank hold AN as of Q3 2026.

  • Olistico Wealth held 50 shares of AutoNation worth $7.87K as of Q3 2026.
  • Olistico Wealth left its AutoNation share count unchanged in Q3 2026.
  • AutoNation made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #281 holding.
  • Olistico Wealth first reported a position in AutoNation in Q4 2025 and has held it in 4 quarters since.
  • Olistico Wealth's AutoNation position peaked at $10.3K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held AutoNation as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.