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BlueChip Wealth Advisors’s Sonida Senior Living SNDA Stock Holding History

BlueChip Wealth Advisors’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$883K Buy
21,641
+1,915
+10% +$68.6K 0.33% 57
2026
Q1 		$636K Buy
+19,726
New +$660K 0.28% 66

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlueChip Wealth Advisors's SNDA Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its Sonida Senior Living (SNDA) stake by 9.7% in Q2 2026, buying an estimated $68.6K and bringing the position to 21,641 shares worth $883K. The position accounts for 0.33% of the portfolio, ranked #57.

BlueChip Wealth Advisors first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • BlueChip Wealth Advisors held 21,641 shares of Sonida Senior Living worth $883K as of Q2 2026.
  • BlueChip Wealth Advisors bought 1,915 Sonida Senior Living shares in Q2 2026, an estimated $68.6K.
  • Sonida Senior Living made up 0.33% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • BlueChip Wealth Advisors first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.