OF
AN icon

Optimize Financial’s AutoNation AN Stock Holding History

Optimize Financial’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
Q2 		$616K Sell
3,313
-11
-0.3% -$2.15K 0.22% 89
2026
Q1 		$649K Buy
+3,324
New +$671K 0.32% 48

Other funds holding AN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimize Financial's AN Position: Q2 2026 in Review

Optimize Financial reduced its AutoNation (AN) stake by 0.33% in Q2 2026, selling an estimated $2.15K and leaving 3,313 shares worth $616K. The position accounts for 0.22% of the portfolio, ranked #89.

Optimize Financial first reported a position in AN in Q1 2026 and has held it in 2 quarters since. The position peaked at $649K in Q1 2026. 508 funds tracked by Wall St. Rank hold AN as of Q2 2026.

  • Optimize Financial held 3,313 shares of AutoNation worth $616K as of Q2 2026.
  • Optimize Financial sold 11 AutoNation shares in Q2 2026, an estimated $2.15K.
  • AutoNation made up 0.22% of Optimize Financial's portfolio in Q2 2026, its #89 holding.
  • Optimize Financial first reported a position in AutoNation in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's AutoNation position peaked at $649K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.