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Stephens Consulting’s Sonic Automotive SAH Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-5
Closed -$285 – 1845
2025
Q1 		$285 Buy
+5
New +$336 ﹤0.01% 1489
2024
Q3 		– Sell
-14
Closed -$763 – 627
2024
Q2 		$763 Buy
+14
New +$776 ﹤0.01% 615

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stephens Consulting's SAH Position: Q2 2025 in Review

Stephens Consulting sold out of Sonic Automotive (SAH) in Q2 2025, closing a stake of 5 shares — an estimated $285 sold.

Stephens Consulting first reported a position in SAH in Q2 2024 and held it in 2 quarters. The position peaked at $763 in Q2 2024. 215 funds tracked by Wall St. Rank hold SAH as of Q2 2025.

  • Stephens Consulting reported no remaining Sonic Automotive position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 Sonic Automotive shares in Q2 2025, an estimated $285.
  • Stephens Consulting first reported a position in Sonic Automotive in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Sonic Automotive position peaked at $763 in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.