WWM
AN icon

Whalen Wealth Management’s AutoNation AN Stock Holding History

Whalen Wealth Management’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,274
Closed -$368K – 199
2025
Q1 		$368K Buy
2,274
+770
+51% +$137K 0.25% 95
2024
Q4 		$255K Buy
+1,504
New +$254K 0.18% 112

Other funds holding AN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Whalen Wealth Management's AN Position: Q2 2025 in Review

Whalen Wealth Management sold out of AutoNation (AN) in Q2 2025, closing a stake of 2,274 shares — an estimated $368K sold.

Whalen Wealth Management first reported a position in AN in Q4 2024 and held it in 2 quarters. The position peaked at $368K in Q1 2025. 495 funds tracked by Wall St. Rank hold AN as of Q2 2025.

  • Whalen Wealth Management reported no remaining AutoNation position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 2,274 AutoNation shares in Q2 2025, an estimated $368K.
  • Whalen Wealth Management first reported a position in AutoNation in Q4 2024 and held it in 2 quarters.
  • Whalen Wealth Management's AutoNation position peaked at $368K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held AutoNation as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.