SWM
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SHP Wealth Management’s Sonida Senior Living SNDA Stock Holding History

SHP 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 		$13.8K Hold
338
– – ﹤0.01% 876
2026
Q1 		$10.9K Buy
+338
New +$11.3K ﹤0.01% 880

Other funds holding SNDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $952M AUM 13.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SHP Wealth Management held its Sonida Senior Living (SNDA) position steady in Q2 2026 at 338 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

SHP Wealth Management first reported a position in SNDA in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • SHP Wealth Management held 338 shares of Sonida Senior Living worth $13.8K as of Q2 2026.
  • SHP Wealth Management left its Sonida Senior Living share count unchanged in Q2 2026.
  • Sonida Senior Living made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #876 holding.
  • SHP Wealth Management first reported a position in Sonida Senior Living in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.