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 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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HIP

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

True Wealth Design's SAH Position: Q2 2026 in Review

True Wealth Design reduced its Sonic Automotive (SAH) stake by 5.3% in Q2 2026, selling an estimated $77 and leaving 18 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

True Wealth Design first reported a position in SAH in Q1 2025 and has held it in 6 quarters since. The position peaked at $2K in Q2 2025. 32 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

True Wealth Design held 18 shares of Sonic Automotive worth $1.53K as of Q2 2026.
True Wealth Design sold 1 Sonic Automotive share in Q2 2026, an estimated $77.
Sonic Automotive made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1815 holding.
True Wealth Design first reported a position in Sonic Automotive in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Sonic Automotive position peaked at $2K in Q2 2025.
32 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.