Wealth Enhancement Advisory Services
SAH icon

Wealth Enhancement Advisory Services’s Sonic Automotive SAH Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.18M Buy
36,723
+3,956
+12% +$326K ﹤0.01% 2061
2026
Q2 		$1.41M Buy
32,767
+14,469
+79% +$1.11M ﹤0.01% 1829
2026
Q1 		$43K Buy
18,298
+3,872
+27% +$242K ﹤0.01% 3443
2025
Q4 		$924K Buy
14,426
+273
+2% +$18.1K ﹤0.01% 2014
2025
Q3 		$1.03M Buy
14,153
+4,757
+51% +$379K ﹤0.01% 1849
2025
Q2 		$823K Buy
9,396
+88
+0.9% +$5.92K ﹤0.01% 1866
2025
Q1 		$530K Buy
9,308
+87
+0.9% +$5.85K ﹤0.01% 2019
2024
Q4 		$584K Buy
9,221
+126
+1% +$7.8K ﹤0.01% 1873
2024
Q3 		$532K Buy
+9,095
New +$524K ﹤0.01% 1791

Other funds holding SAH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's SAH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Sonic Automotive (SAH) stake by 12% in Q3 2026, buying an estimated $326K and bringing the position to 36,723 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Wealth Enhancement Advisory Services first reported a position in SAH in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q2 2026. 145 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 36,723 shares of Sonic Automotive worth $1.18M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,956 Sonic Automotive shares in Q3 2026, an estimated $326K.
  • Sonic Automotive made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2061 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sonic Automotive in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Sonic Automotive position peaked at $1.41M in Q2 2026.
  • 145 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.