True Wealth Design’s Sonic Automotive SAH Stock Holding History

True Wealth Design’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	$1.09K	Hold	18	–	–	﹤0.01%	1912
2026 Q2	$1.53K	Sell	18 -1	-5%	-$77	﹤0.01%	1815
2026 Q1	$1.3K	Sell	19 -7	-27%	-$437	﹤0.01%	1704
2025 Q4	$1.61K	Buy	26 +1	+4%	+$66	﹤0.01%	1532
2025 Q3	$1.9K	Hold	25	–	–	﹤0.01%	1479
2025 Q2	$2K	Hold	25	–	–	﹤0.01%	1187
2025 Q1	$1.42K	Buy	+25	New	+$1.68K	﹤0.01%	1132

Other funds holding SAH

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

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

BVL

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

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

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

True Wealth Design held its Sonic Automotive (SAH) position steady in Q3 2026 at 18 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

True Wealth Design first reported a position in SAH in Q1 2025 and has held it in 7 quarters since. The position peaked at $2K in Q2 2025. 19 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

True Wealth Design held 18 shares of Sonic Automotive worth $1.09K as of Q3 2026.
True Wealth Design left its Sonic Automotive share count unchanged in Q3 2026.
Sonic Automotive made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1912 holding.
True Wealth Design first reported a position in Sonic Automotive in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Sonic Automotive position peaked at $2K in Q2 2025.
19 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

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