PWPS
AN icon

Pinnacle Wealth Planning Services’s AutoNation AN Stock Holding History

Pinnacle Wealth Planning Services’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 		$83.4K Buy
449
+1
+0.2% +$196 0.01% 967
2026
Q1 		$87.5K Buy
448
+2
+0.4% +$404 0.01% 869
2025
Q4 		$92.1K Buy
+446
New +$92.8K 0.01% 831
2021
Q1 		– Sell
-425
Closed -$30K – 423
2020
Q4 		$30K Buy
+425
New +$26.7K 0.01% 998

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

Pinnacle Wealth Planning Services's AN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its AutoNation (AN) stake by 0.22% in Q2 2026, buying an estimated $196 and bringing the position to 449 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #967.

Pinnacle Wealth Planning Services first reported a position in AN in Q4 2020 and has held it in 4 quarters since. The position peaked at $92.1K in Q4 2025. 510 funds tracked by Wall St. Rank hold AN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 449 shares of AutoNation worth $83.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 AutoNation share in Q2 2026, an estimated $196.
  • AutoNation made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #967 holding.
  • Pinnacle Wealth Planning Services first reported a position in AutoNation in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's AutoNation position peaked at $92.1K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.