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
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 $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's AN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its AutoNation (AN) stake by 0.45% in Q1 2026, buying an estimated $404 and bringing the position to 448 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #869.

Pinnacle Wealth Planning Services first reported a position in AN in Q4 2020 and has held it in 3 quarters since. The position peaked at $92.1K in Q4 2025. 509 funds tracked by Wall St. Rank hold AN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 448 shares of AutoNation worth $87.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2 AutoNation shares in Q1 2026, an estimated $404.
  • AutoNation made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #869 holding.
  • Pinnacle Wealth Planning Services first reported a position in AutoNation in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's AutoNation position peaked at $92.1K in Q4 2025.
  • 509 funds tracked by Wall St. Rank held AutoNation as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.