Integrated Wealth Concepts
SNDA icon

Integrated Wealth Concepts’s Sonida Senior Living SNDA Stock Holding History

Integrated Wealth Concepts’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 		$306K Sell
7,492
-2,078
-22% -$74.4K ﹤0.01% 1971
2026
Q1 		$309K Buy
+9,570
New +$320K ﹤0.01% 1844

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
Pertento Partners
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
Irenic Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Integrated Wealth Concepts's SNDA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Sonida Senior Living (SNDA) stake by 22% in Q2 2026, selling an estimated $74.4K and leaving 7,492 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Integrated Wealth Concepts first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. The position peaked at $309K in Q1 2026. 229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Integrated Wealth Concepts held 7,492 shares of Sonida Senior Living worth $306K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,078 Sonida Senior Living shares in Q2 2026, an estimated $74.4K.
  • Sonida Senior Living made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1971 holding.
  • Integrated Wealth Concepts first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Sonida Senior Living position peaked at $309K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.