Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sonida Senior Living SNDA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$404K Buy
12,522
+12,264
+4,753% +$410K ﹤0.01% 2172
2025
Q4 		$8K Buy
258
+7
+3% +$208 ﹤0.01% 4666
2025
Q3 		$7K Buy
251
+198
+374% +$5.08K ﹤0.01% 4639
2025
Q2 		$1K Buy
53
+31
+141% +$737 ﹤0.01% 5070
2025
Q1 		$1K Buy
22
+17
+340% +$403 ﹤0.01% 4987
2024
Q4 		$0 Sell
5
-5
-50% -$123 ﹤0.01% 5142
2024
Q3 		$0 Buy
+10
New +$287 ﹤0.01% 5126

Other funds holding SNDA

Conversant Capital
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
Irenic Capital Management
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Hazelview Securities
Hazelview Securities Toronto, Ontario, Canada $722M AUM 19.65% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SNDA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sonida Senior Living (SNDA) stake by 4,753% in Q1 2026, buying an estimated $410K and bringing the position to 12,522 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Carson Wealth (CWM LLC) first reported a position in SNDA in Q3 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,522 shares of Sonida Senior Living worth $404K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,264 Sonida Senior Living shares in Q1 2026, an estimated $410K.
  • Sonida Senior Living made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2172 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sonida Senior Living in Q3 2024 and has held it in 7 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.