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Plante Moran Financial Advisors’s Sonic Automotive SAH Stock Holding History

Plante Moran Financial 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 		$339 Buy
+4
New +$307 ﹤0.01% 1265
2014
Q3 		– Sell
-500
Closed -$13K – 842
2014
Q2 		$13K Hold
500
– – 0.01% 462
2014
Q1 		$11K Buy
+500
New +$11.5K 0.01% 350

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Plante Moran Financial Advisors's SAH Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Sonic Automotive (SAH) in Q2 2026: 4 shares worth $339. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SAH as recently as Q2 2014.

Plante Moran Financial Advisors first reported a position in SAH in Q1 2014 and has held it in 3 quarters since. The position peaked at $13K in Q2 2014. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Plante Moran Financial Advisors held 4 shares of Sonic Automotive worth $339 as of Q2 2026.
  • Sonic Automotive was a new Plante Moran Financial Advisors position in Q2 2026.
  • Sonic Automotive made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1265 holding.
  • Plante Moran Financial Advisors first reported a position in Sonic Automotive in Q1 2014 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Sonic Automotive position peaked at $13K in Q2 2014.
  • 238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.