N.E.W. Advisory Services’s Sonida Senior Living SNDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.9K Hold
512
﹤0.01% 524
2026
Q1
$16.5K Buy
+512
New +$17.1K ﹤0.01% 536

Other funds holding SNDA

N.E.W. Advisory Services's SNDA Position: Q2 2026 in Review

N.E.W. Advisory Services held its Sonida Senior Living (SNDA) position steady in Q2 2026 at 512 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

N.E.W. Advisory Services 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.

  • N.E.W. Advisory Services held 512 shares of Sonida Senior Living worth $20.9K as of Q2 2026.
  • N.E.W. Advisory Services left its Sonida Senior Living share count unchanged in Q2 2026.
  • Sonida Senior Living made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #524 holding.
  • N.E.W. Advisory Services 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 N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.