Position in GPI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$156,936
-$69,209 QoQ
Shares Held
539
-21.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#270
of 384 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GPI Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,598,566 across 16 Auto & Truck Dealerships names. GPI ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
7,053 | $373,028 | |
| 2 | AN |
Autonation, Inc.
|
1,945 | $361,357 | |
| 3 | CVNA |
Carvana Co.
|
4,642 | $305,532 | |
| 4 | GPI |
Group 1 Automotive Inc
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|
539 | $156,936 | |
| 5 | LAD |
Lithia Motors Inc
|
536 | $155,697 | |
| 6 | ACVA |
ACV Auctions Inc.
|
5,720 | $41,124 | |
| 7 | PAG |
Penske Automotive Group, Inc.
|
206 | $36,860 | |
| 8 | OPLN |
OPENLANE, Inc.
|
838 | $34,557 |
All Filings in GPI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,936 | 539 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $226,145 | 684 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $283,959 | 722 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $328,567 | 751 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $273,378 | 626 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $160,417 | 420 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $145,830 | 346 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $116,825 | 305 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $79,371 | 267 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $66,626 | 228 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $64,907 | 213 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $41,648 | 155 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $43,101 | 167 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,640 | 47 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,001 | 61 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $34,717 | 243 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $22,752 | 134 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $22,488 | 134 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $26,549 | 136 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||