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Sax Wealth Advisors’s Sonic Automotive SAH Stock Holding History

Sax Wealth Advisors’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
Q3 		$246K Buy
4,079
+21
+0.5% +$1.73K 0.01% 642
2026
Q2 		$278K Buy
4,058
+1
+0% +$77 0.01% 461
2026
Q1 		$251K Hold
4,057
– – 0.01% 427
2025
Q4 		$251K Buy
+4,057
New +$269K 0.01% 434

Other funds holding SAH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Sax Wealth Advisors's SAH Position: Q3 2026 in Review

Sax Wealth Advisors increased its Sonic Automotive (SAH) stake by 0.52% in Q3 2026, buying an estimated $1.73K and bringing the position to 4,079 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #642.

Sax Wealth Advisors first reported a position in SAH in Q4 2025 and has held it in 4 quarters since. The position peaked at $278K in Q2 2026. 14 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Sax Wealth Advisors held 4,079 shares of Sonic Automotive worth $246K as of Q3 2026.
  • Sax Wealth Advisors bought 21 Sonic Automotive shares in Q3 2026, an estimated $1.73K.
  • Sonic Automotive made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #642 holding.
  • Sax Wealth Advisors first reported a position in Sonic Automotive in Q4 2025 and has held it in 4 quarters since.
  • Sax Wealth Advisors's Sonic Automotive position peaked at $278K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.