RFP
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Root Financial Partners’s AutoNation AN Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-182
Closed -$35.5K – 549
2026
Q1 		$35.5K Sell
182
-12
-6% -$2.42K ﹤0.01% 1027
2025
Q4 		$40.1K Buy
194
+27
+16% +$5.62K ﹤0.01% 811
2025
Q3 		$36.5K Buy
+167
New +$35.2K ﹤0.01% 797

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Vanguard Portfolio Management
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Vanguard Capital Management
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's AN Position: Q2 2026 in Review

Root Financial Partners sold out of AutoNation (AN) in Q2 2026, closing a stake of 182 shares — an estimated $35.5K sold.

Root Financial Partners first reported a position in AN in Q3 2025 and held it in 3 quarters. The position peaked at $40.1K in Q4 2025. 508 funds tracked by Wall St. Rank hold AN as of Q2 2026.

  • Root Financial Partners reported no remaining AutoNation position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 182 AutoNation shares in Q2 2026, an estimated $35.5K.
  • Root Financial Partners first reported a position in AutoNation in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AutoNation position peaked at $40.1K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held AutoNation as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.