BTWM
SNDK icon

Baker Tilly Wealth Management’s Sandisk SNDK Stock Holding History

Baker Tilly Wealth Management’s Portfolio SNDK Stock Details SNDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-88
Closed -$200K – 309
2026
Q2 		$200K Buy
+88
New +$126K 0.04% 283

Other funds holding SNDK

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Baker Tilly Wealth Management's SNDK Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Sandisk (SNDK) in Q3 2026, closing a stake of 88 shares — an estimated $200K sold.

Baker Tilly Wealth Management first reported a position in SNDK in Q2 2026 and held it in 1 quarter. The position peaked at $200K in Q2 2026. 80 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Sandisk position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 88 Sandisk shares in Q3 2026, an estimated $200K.
  • Baker Tilly Wealth Management first reported a position in Sandisk in Q2 2026 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Sandisk position peaked at $200K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.