True Wealth Design’s AutoNation AN Stock Holding History

True Wealth Design’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 Q3	$66.9K	Sell	425 -120	-22%	-$23.7K	0.02%	411
2026 Q2	$101K	Buy	545 +77	+16%	+$15.1K	0.02%	257
2026 Q1	$91.4K	Buy	468 +83	+22%	+$16.8K	0.03%	233
2025 Q4	$79.5K	Sell	385 -28	-7%	-$5.83K	0.02%	223
2025 Q3	$90.4K	Buy	413 +145	+54%	+$30.6K	0.03%	182
2025 Q2	$53.2K	Sell	268 -9	-3%	-$1.63K	0.02%	199
2025 Q1	$44.9K	Buy	+277	New	+$49.4K	0.02%	202
2024 Q4	–	Sell	-11	Closed	-$1.97K	–	1357
2024 Q3	$1.97K	Buy	+11	New	+$1.89K	﹤0.01%	787
2023 Q1	–	Sell	-6,652	Closed	-$714K	–	862
2022 Q4	$714K	Buy	+6,652	New	+$736K	0.33%	84

Other funds holding AN

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BVL

Beau Ventures, LLc Pittsford, New York $1.06B AUM

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MSS

Mitchell Sinkler & Starr Philadelphia, Pennsylvania $247M AUM 20.34% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

True Wealth Design's AN Position: Q3 2026 in Review

True Wealth Design reduced its AutoNation (AN) stake by 22% in Q3 2026, selling an estimated $23.7K and leaving 425 shares worth $66.9K. The position accounts for 0.02% of the portfolio, ranked #411.

True Wealth Design first reported a position in AN in Q4 2022 and has held it in 9 quarters since. The position peaked at $714K in Q4 2022. 26 funds tracked by Wall St. Rank hold AN as of Q3 2026.

True Wealth Design held 425 shares of AutoNation worth $66.9K as of Q3 2026.
True Wealth Design sold 120 AutoNation shares in Q3 2026, an estimated $23.7K.
AutoNation made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #411 holding.
True Wealth Design first reported a position in AutoNation in Q4 2022 and has held it in 9 quarters since.
True Wealth Design's AutoNation position peaked at $714K in Q4 2022.
26 funds tracked by Wall St. Rank held AutoNation as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.