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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
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 $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Wealth Asset Management's SAH Position: Q1 2026 in Review

Private Wealth Asset Management held its Sonic Automotive (SAH) position steady in Q1 2026 at 160 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Private Wealth Asset Management first reported a position in SAH in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.8K in Q2 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Private Wealth Asset Management held 160 shares of Sonic Automotive worth $11K as of Q1 2026.
  • Private Wealth Asset Management left its Sonic Automotive share count unchanged in Q1 2026.
  • Sonic Automotive made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #680 holding.
  • Private Wealth Asset Management first reported a position in Sonic Automotive in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Sonic Automotive position peaked at $12.8K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.