BCWM
SNDK

Bartlett & Co Wealth Management’s Sandisk SNDK Stock Holding History

Bartlett & Co 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
Q2 		$146K Buy
64
+13
+25% +$18.6K ﹤0.01% 547
2026
Q1 		$64K Sell
51
-26
-34% -$14.7K ﹤0.01% 637
2025
Q4 		$18.3K Buy
77
+16
+26% +$3.21K ﹤0.01% 839
2025
Q3 		$6.84K Hold
61
– – ﹤0.01% 965
2025
Q2 		$2.77K Sell
61
-2
-3% -$76 ﹤0.01% 1066
2025
Q1 		$3K Buy
+63
New +$3.13K ﹤0.01% 1036

Other funds holding SNDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Bartlett & Co Wealth Management's SNDK Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Sandisk (SNDK) stake by 25% in Q2 2026, buying an estimated $18.6K and bringing the position to 64 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Bartlett & Co Wealth Management first reported a position in SNDK in Q1 2025 and has held it in 6 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Bartlett & Co Wealth Management held 64 shares of Sandisk worth $146K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 13 Sandisk shares in Q2 2026, an estimated $18.6K.
  • Sandisk made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Bartlett & Co Wealth Management first reported a position in Sandisk in Q1 2025 and has held it in 6 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.