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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s AutoNation AN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
2026
Q3 		– Sell
-1
Closed -$186 – 1512
2026
Q2 		$186 Hold
1
– – ﹤0.01% 2349
2026
Q1 		$195 Hold
1
– – ﹤0.01% 2400
2025
Q4 		$206 Buy
+1
New +$208 ﹤0.01% 2506

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Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AN Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of AutoNation (AN) in Q3 2026, closing a stake of 1 share — an estimated $186 sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AN in Q4 2025 and held it in 3 quarters. The position peaked at $206 in Q4 2025. 393 funds tracked by Wall St. Rank hold AN as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining AutoNation position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1 AutoNation share in Q3 2026, an estimated $186.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AutoNation in Q4 2025 and held it in 3 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AutoNation position peaked at $206 in Q4 2025.
  • 393 funds tracked by Wall St. Rank held AutoNation as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.