BWL
SNDK

Bogart Wealth LLC’s Sandisk SNDK Stock Holding History

Bogart Wealth LLC’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 		$693K Buy
305
+229
+301% +$327K 0.02% 160
2026
Q1 		$48.3K Buy
76
+8
+12% +$4.52K ﹤0.01% 499
2025
Q4 		$16.1K Buy
68
+4
+6% +$801 ﹤0.01% 729
2025
Q3 		$7.18K Hold
64
– – ﹤0.01% 896
2025
Q2 		$2.9K Hold
64
– – ﹤0.01% 1041
2025
Q1 		$3.05K Buy
+64
New +$3.18K ﹤0.01% 1004

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

Bogart Wealth LLC's SNDK Position: Q2 2026 in Review

Bogart Wealth LLC increased its Sandisk (SNDK) stake by 301% in Q2 2026, buying an estimated $327K and bringing the position to 305 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #160.

Bogart Wealth LLC 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.

  • Bogart Wealth LLC held 305 shares of Sandisk worth $693K as of Q2 2026.
  • Bogart Wealth LLC bought 229 Sandisk shares in Q2 2026, an estimated $327K.
  • Sandisk made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #160 holding.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.