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Wealthspire Advisors (New York)’s Sonic Automotive SAH Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-29
Closed -$2.21K – 2521
2025
Q3 		$2.21K Buy
+29
New +$2.31K ﹤0.01% 2582

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s SAH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Sonic Automotive (SAH) in Q4 2025, closing a stake of 29 shares — an estimated $2.21K sold.

Wealthspire Advisors (New York) first reported a position in SAH in Q3 2025 and held it in 1 quarter. The position peaked at $2.21K in Q3 2025. 229 funds tracked by Wall St. Rank hold SAH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sonic Automotive position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 29 Sonic Automotive shares in Q4 2025, an estimated $2.21K.
  • Wealthspire Advisors (New York) first reported a position in Sonic Automotive in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Sonic Automotive position peaked at $2.21K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.