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Rialto Wealth Management’s Sonic Automotive SAH Stock Holding History

Rialto Wealth 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 		$5.9K Sell
86
-2
-2% -$125 ﹤0.01% 549
2025
Q4 		$5.44K Buy
88
+2
+2% +$132 ﹤0.01% 509
2025
Q3 		$6.54K Hold
86
– – ﹤0.01% 465
2025
Q2 		$6.87K Buy
86
+1
+1% +$67 ﹤0.01% 457
2025
Q1 		$4.84K Hold
85
– – ﹤0.01% 458
2024
Q4 		$5.38K Buy
+85
New +$5.26K ﹤0.01% 452

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

Rialto Wealth Management's SAH Position: Q1 2026 in Review

Rialto Wealth Management reduced its Sonic Automotive (SAH) stake by 2.3% in Q1 2026, selling an estimated $125 and leaving 86 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Rialto Wealth Management first reported a position in SAH in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.87K in Q2 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Rialto Wealth Management held 86 shares of Sonic Automotive worth $5.9K as of Q1 2026.
  • Rialto Wealth Management sold 2 Sonic Automotive shares in Q1 2026, an estimated $125.
  • Sonic Automotive made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #549 holding.
  • Rialto Wealth Management first reported a position in Sonic Automotive in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Sonic Automotive position peaked at $6.87K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.