Back to SAH
SAX WEALTH ADVISORS, LLC → SAH
SAX WEALTH ADVISORS, LLC SAH Position History
Sonic Automotive, Inc.
Quarters held
4
Latest value
$246K
Q3 2026
Peak value
$278K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $251K |
| Q1 2026 | $251K |
| Q2 2026 | $278K |
| Q3 2026 | $246K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $246K | 4.1K | — | — |
| Q2 2026 | $278K | 4.1K | — | — |
| Q1 2026 | $251K | 4.1K | — | — |
| Q4 2025 | $251K | 4.1K | — | — |
Other funds holding SAH
$121.2M
$116.5M
$100.1M
$98.7M
$90.8M
$85.7M
$54.1M