Osaic Holdings
SAH icon

Osaic Holdings’s Sonic Automotive SAH Stock Holding History

Osaic Holdings’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
Q3 		$302 Sell
5
-7
-58% -$577 ﹤0.01% 7807
2026
Q2 		$1.02K Hold
12
– – ﹤0.01% 7479
2026
Q1 		$823 Hold
12
– – ﹤0.01% 7318
2025
Q4 		$742 Sell
12
-6
-33% -$397 ﹤0.01% 7348
2025
Q3 		$1.38K Sell
18
-2
-10% -$160 ﹤0.01% 7251
2025
Q2 		$1.55K Buy
20
+17
+567% +$1.14K ﹤0.01% 7028
2025
Q1 		$182 Hold
3
– – ﹤0.01% 7180
2024
Q4 		$201 Sell
3
-53
-95% -$3.28K ﹤0.01% 7160
2024
Q3 		$3.28K Buy
56
+53
+1,767% +$3.06K ﹤0.01% 6398
2024
Q2 		$171 Hold
3
– – ﹤0.01% 7185
2024
Q1 		$178 Sell
3
-76
-96% -$4.02K ﹤0.01% 6970
2023
Q4 		$4.44K Sell
79
-230
-74% -$11.5K ﹤0.01% 6221
2023
Q3 		$14.8K Sell
309
-169
-35% -$8.59K ﹤0.01% 5719
2023
Q2 		$22.9K Buy
478
+279
+140% +$12.9K ﹤0.01% 5475
2023
Q1 		$10.5K Buy
199
+93
+88% +$5K ﹤0.01% 5952
2022
Q4 		$5K Sell
106
-921
-90% -$44.1K ﹤0.01% 6304
2022
Q3 		$44K Buy
1,027
+382
+59% +$17.3K ﹤0.01% 5014
2022
Q2 		$23K Buy
645
+60
+10% +$2.58K ﹤0.01% 5522
2022
Q1 		$25K Sell
585
-17
-3% -$837 ﹤0.01% 5562
2021
Q4 		$29K Buy
602
+17
+3% +$852 ﹤0.01% 5529
2021
Q3 		$30K Sell
585
-365
-38% -$18.5K ﹤0.01% 5491
2021
Q2 		$43K Sell
950
-1,670
-64% -$81.1K ﹤0.01% 5159
2021
Q1 		$129K Buy
2,620
+1,033
+65% +$47.9K ﹤0.01% 4153
2020
Q4 		$62K Buy
1,587
+878
+124% +$35.7K ﹤0.01% 4409
2020
Q3 		$28K Sell
709
-829
-54% -$33.6K ﹤0.01% 4707
2020
Q2 		$48K Buy
1,538
+660
+75% +$15.2K ﹤0.01% 4219
2020
Q1 		$12K Buy
+878
New +$22.9K ﹤0.01% 4913

Other funds holding SAH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings's SAH Position: Q3 2026 in Review

Osaic Holdings reduced its Sonic Automotive (SAH) stake by 58% in Q3 2026, selling an estimated $577 and leaving 5 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #7807.

Osaic Holdings first reported a position in SAH in Q1 2020 and has held it in 27 quarters since. The position peaked at $129K in Q1 2021. 118 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Osaic Holdings held 5 shares of Sonic Automotive worth $302 as of Q3 2026.
  • Osaic Holdings sold 7 Sonic Automotive shares in Q3 2026, an estimated $577.
  • Sonic Automotive made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #7807 holding.
  • Osaic Holdings first reported a position in Sonic Automotive in Q1 2020 and has held it in 27 quarters since.
  • Osaic Holdings's Sonic Automotive position peaked at $129K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.