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Rothschild Investment LLC’s Sonic Automotive SAH Stock Holding History

Rothschild Investment LLC’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 		$2.97K Buy
35
+7
+25% +$537 ﹤0.01% 2580
2026
Q1 		$1.92K Buy
28
+6
+27% +$375 ﹤0.01% 2579
2025
Q4 		$1.36K Sell
22
-3
-12% -$199 ﹤0.01% 2556
2025
Q3 		$1.9K Sell
25
-5
-17% -$399 ﹤0.01% 2261
2025
Q2 		$2.4K Sell
30
-5
-14% -$337 ﹤0.01% 1945
2025
Q1 		$1.99K Buy
35
+15
+75% +$1.01K ﹤0.01% 1900
2024
Q4 		$1.27K Sell
20
-5
-20% -$310 ﹤0.01% 2070
2024
Q3 		$1.46K Buy
25
+15
+150% +$865 ﹤0.01% 1903
2024
Q2 		$545 Buy
+10
New +$554 ﹤0.01% 1959

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's SAH Position: Q2 2026 in Review

Rothschild Investment LLC increased its Sonic Automotive (SAH) stake by 25% in Q2 2026, buying an estimated $537 and bringing the position to 35 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Rothschild Investment LLC first reported a position in SAH in Q2 2024 and has held it in 9 quarters since. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Rothschild Investment LLC held 35 shares of Sonic Automotive worth $2.97K as of Q2 2026.
  • Rothschild Investment LLC bought 7 Sonic Automotive shares in Q2 2026, an estimated $537.
  • Sonic Automotive made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2580 holding.
  • Rothschild Investment LLC first reported a position in Sonic Automotive in Q2 2024 and has held it in 9 quarters since.
  • 237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.