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Twin Peaks Wealth Advisors’s Sonic Automotive SAH Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-37
Closed -$2.54K – 1808
2026
Q1 		$2.54K Buy
+37
New +$2.31K ﹤0.01% 1633
2025
Q3 		– Sell
-12
Closed -$942 – 1716
2025
Q2 		$942 Buy
+12
New +$808 ﹤0.01% 1788

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Twin Peaks Wealth Advisors's SAH Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Sonic Automotive (SAH) in Q2 2026, closing a stake of 37 shares — an estimated $2.54K sold.

Twin Peaks Wealth Advisors first reported a position in SAH in Q2 2025 and held it in 2 quarters. The position peaked at $2.54K in Q1 2026. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Sonic Automotive position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 37 Sonic Automotive shares in Q2 2026, an estimated $2.54K.
  • Twin Peaks Wealth Advisors first reported a position in Sonic Automotive in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Sonic Automotive position peaked at $2.54K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.