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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bartlett & Co Wealth Management's SNDK Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Sandisk (SNDK) stake by 34% in Q1 2026, selling an estimated $14.7K and leaving 51 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Bartlett & Co Wealth Management first reported a position in SNDK in Q1 2025 and has held it in 5 quarters since. 1,170 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

Bartlett & Co Wealth Management held 51 shares of Sandisk worth $64K as of Q1 2026.
Bartlett & Co Wealth Management sold 26 Sandisk shares in Q1 2026, an estimated $14.7K.
Sandisk made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #637 holding.
Bartlett & Co Wealth Management first reported a position in Sandisk in Q1 2025 and has held it in 5 quarters since.
1,170 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.