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Physician Wealth Advisors’s Sonic Automotive SAH Stock Holding History

Physician Wealth Advisors’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 		$1.44K Hold
17
– – ﹤0.01% 1660
2026
Q1 		$1.17K Hold
17
– – ﹤0.01% 1591
2025
Q4 		$1.05K Hold
17
– – ﹤0.01% 1597
2025
Q3 		$1.29K Hold
17
– – ﹤0.01% 1427
2025
Q2 		$1.36K Buy
+17
New +$1.14K ﹤0.01% 1206

Other funds holding SAH

PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Physician Wealth Advisors's SAH Position: Q2 2026 in Review

Physician Wealth Advisors held its Sonic Automotive (SAH) position steady in Q2 2026 at 17 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Physician Wealth Advisors first reported a position in SAH in Q2 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Physician Wealth Advisors held 17 shares of Sonic Automotive worth $1.44K as of Q2 2026.
  • Physician Wealth Advisors left its Sonic Automotive share count unchanged in Q2 2026.
  • Sonic Automotive made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1660 holding.
  • Physician Wealth Advisors first reported a position in Sonic Automotive in Q2 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.