FOSTER & MOTLEY INC SAH Sonic Automotive Inc

Ownership history in FOSTER & MOTLEY INC  ·  3 quarters on record

AI Ownership Summary

FOSTER & MOTLEY INC reported Sonic Automotive Inc (SAH) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows SAH at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SAH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER & MOTLEY INC's position in Sonic Automotive Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SAH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FOSTER & MOTLEY INC held SAH — position size vs. price
% of Fund (quarterly)    SAH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 4,931 -196 -3.8% 0.02% $418 2026-08-07 $82.44
2026 Q1 UNCHANGED 5,127 0% 0.02% $352 2026-04-21 $69.73
2025 Q4 INITIATED 5,127 0.02% $317K 2026-01-15 $63.65

FAQ About FOSTER & MOTLEY INC and SAH

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER & MOTLEY INC reported owning SAH?

FOSTER & MOTLEY INC reported SAH across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported SAH position in FOSTER & MOTLEY INC's portfolio?

The largest reported portfolio weight for SAH was 0.02% in 2026 Q2.

What is the latest reported SAH position on this page?

The most recent filing on this page is 2026 Q2, when FOSTER & MOTLEY INC reported 4,931 shares, equal to 0.02% of portfolio, with an estimated market value of $418.

What does the chart on this SAH ownership page compare?

The chart compares FOSTER & MOTLEY INC's quarterly SAH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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