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Private Wealth Asset Management’s Sonic Automotive SAH Stock Holding History

Private Wealth Asset Management’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 		$13.6K Hold
160
– – ﹤0.01% 655
2026
Q1 		$11K Hold
160
– – ﹤0.01% 680
2025
Q4 		$9.9K Hold
160
– – ﹤0.01% 679
2025
Q3 		$12.2K Hold
160
– – ﹤0.01% 613
2025
Q2 		$12.8K Hold
160
– – ﹤0.01% 613
2025
Q1 		$9.11K Buy
+160
New +$10.8K ﹤0.01% 644

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
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

Private Wealth Asset Management's SAH Position: Q2 2026 in Review

Private Wealth Asset Management held its Sonic Automotive (SAH) position steady in Q2 2026 at 160 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Private Wealth Asset Management first reported a position in SAH in Q1 2025 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Private Wealth Asset Management held 160 shares of Sonic Automotive worth $13.6K as of Q2 2026.
  • Private Wealth Asset Management left its Sonic Automotive share count unchanged in Q2 2026.
  • Sonic Automotive made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #655 holding.
  • Private Wealth Asset Management first reported a position in Sonic Automotive in Q1 2025 and has held it in 6 quarters since.
  • 238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.