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Modern Wealth Management’s Sonida Senior Living SNDA Stock Holding History

Modern Wealth Management’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 		$266K Buy
+6,515
New +$233K ﹤0.01% 925

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

Modern Wealth Management's SNDA Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Sonida Senior Living (SNDA) in Q2 2026: 6,515 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • Modern Wealth Management held 6,515 shares of Sonida Senior Living worth $266K as of Q2 2026.
  • Sonida Senior Living was a new Modern Wealth Management position in Q2 2026.
  • Sonida Senior Living made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #925 holding.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.