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Westwood Holdings Group’s Sonic Automotive SAH Stock Holding History

Westwood Holdings Group’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
Q1 		$41.7M Buy
607,882
+11,744
+2% +$733K 0.3% 111
2025
Q4 		$36.9M Buy
596,138
+94,957
+19% +$6.29M 0.3% 122
2025
Q3 		$38.1M Buy
501,181
+8,056
+2% +$643K 0.27% 125
2025
Q2 		$39.4M Sell
493,125
-148,112
-23% -$9.97M 0.28% 118
2025
Q1 		$36.5M Buy
641,237
+133,044
+26% +$8.95M 0.28% 123
2024
Q4 		$32.2M Sell
508,193
-70,366
-12% -$4.36M 0.25% 131
2024
Q3 		$33.8M Sell
578,559
-17,357
-3% -$1M 0.14% 163
2024
Q2 		$32.5M Sell
595,916
-34,534
-5% -$1.91M 0.15% 166
2024
Q1 		$35.9M Buy
630,450
+70,540
+13% +$3.74M 0.28% 124
2023
Q4 		$31.5M Buy
+559,910
New +$28M 0.27% 129
2022
Q2 		– Sell
-1,334,336
Closed -$56.7M – 483
2022
Q1 		$56.7M Sell
1,334,336
-315,068
-19% -$15.5M 0.52% 84
2021
Q4 		$81.6M Buy
1,649,404
+522,895
+46% +$26.2M 0.73% 45
2021
Q3 		$59.2M Sell
1,126,509
-317,400
-22% -$16.1M 0.64% 57
2021
Q2 		$64.6M Buy
1,443,909
+128,577
+10% +$6.24M 0.65% 55
2021
Q1 		$65.2M Buy
1,315,332
+1,005,623
+325% +$46.6M 0.66% 50
2020
Q4 		$11.9M Sell
309,709
-72,770
-19% -$2.96M 0.14% 181
2020
Q3 		$15.4M Buy
382,479
+124,626
+48% +$5.06M 0.19% 160
2020
Q2 		$8.23M Buy
+257,853
New +$5.94M 0.11% 208

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $369B AUM 31.66% 1-Year Est. Return

Westwood Holdings Group's SAH Position: Q1 2026 in Review

Westwood Holdings Group increased its Sonic Automotive (SAH) stake by 2% in Q1 2026, buying an estimated $733K and bringing the position to 607,882 shares worth $41.7M. The position accounts for 0.3% of the portfolio, ranked #111.

Westwood Holdings Group first reported a position in SAH in Q2 2020 and has held it in 18 quarters since. The position peaked at $81.6M in Q4 2021. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Westwood Holdings Group held 607,882 shares of Sonic Automotive worth $41.7M as of Q1 2026.
  • Westwood Holdings Group bought 11,744 Sonic Automotive shares in Q1 2026, an estimated $733K.
  • Sonic Automotive made up 0.3% of Westwood Holdings Group's portfolio in Q1 2026, its #111 holding.
  • Westwood Holdings Group first reported a position in Sonic Automotive in Q2 2020 and has held it in 18 quarters since.
  • Westwood Holdings Group's Sonic Automotive position peaked at $81.6M in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.