WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SAH — Sonic Automotive Inc
CIK 1632972
PLYMOUTH, MN
Position in SAH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,778,313
+$2,735,303 QoQ
Shares Held
32,767
+79.1% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 236 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAH Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $24,652,968 across 15 Auto & Truck Dealerships names. SAH ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
154,702 | $8,182,188 | |
| 2 | AN |
Autonation, Inc.
|
22,081 | $4,102,428 | |
| 3 | CVNA |
Carvana Co.
|
47,734 | $3,141,851 | |
| 4 | SAH |
Sonic Automotive Inc
This page
|
32,767 | $2,778,313 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
6,209 | $1,111,100 | |
| 6 | RUSHA |
Rush Enterprises Inc \Tx\
|
14,171 | $1,034,341 | |
| 7 | LAD |
Lithia Motors Inc
|
3,342 | $970,817 | |
| 8 | ACVA |
ACV Auctions Inc.
|
88,289 | $634,797 |
All Filings in SAH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,778,313 | 32,767 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $43,010 | 18,298 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $892,392 | 14,426 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,076,901 | 14,153 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $751,022 | 9,396 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $530,183 | 9,308 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $584,150 | 9,221 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $531,875 | 9,095 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||