SW
SAH icon

SVB Wealth’s Sonic Automotive SAH Stock Holding History

SVB Wealth’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
-7
Closed -$399 – 1409
2025
Q1 		$399 Buy
+7
New +$471 ﹤0.01% 1420
2019
Q2 		– Sell
-84,506
Closed -$1.25M – 530
2019
Q1 		$1.25M Hold
84,506
– – 0.05% 202
2018
Q4 		$1.16M Hold
84,506
– – 0.05% 206
2018
Q3 		$1.64M Buy
+84,506
New +$1.75M 0.06% 196

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

SVB Wealth's SAH Position: Q2 2025 in Review

SVB Wealth sold out of Sonic Automotive (SAH) in Q2 2025, closing a stake of 7 shares — an estimated $399 sold.

SVB Wealth first reported a position in SAH in Q3 2018 and held it in 4 quarters. The position peaked at $1.64M in Q3 2018. 215 funds tracked by Wall St. Rank hold SAH as of Q2 2025.

  • SVB Wealth reported no remaining Sonic Automotive position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 7 Sonic Automotive shares in Q2 2025, an estimated $399.
  • SVB Wealth first reported a position in Sonic Automotive in Q3 2018 and held it in 4 quarters.
  • SVB Wealth's Sonic Automotive position peaked at $1.64M in Q3 2018.
  • 215 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.