CIA
SNDK

Caerus Investment Advisors’s Sandisk SNDK Stock Holding History

Caerus Investment Advisors’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 		$1.18M Sell
521
-866
-62% -$1.24M 0.39% 42
2026
Q1 		$881K Sell
1,387
-1,477
-52% -$834K 0.37% 46
2025
Q4 		$680K Buy
2,864
+116
+4% +$23.2K 0.22% 100
2025
Q3 		$308K Buy
+2,748
New +$160K 0.13% 194

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

Caerus Investment Advisors's SNDK Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Sandisk (SNDK) stake by 62% in Q2 2026, selling an estimated $1.24M and leaving 521 shares worth $1.18M. The position accounts for 0.39% of the portfolio, ranked #42.

Caerus Investment Advisors first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Caerus Investment Advisors held 521 shares of Sandisk worth $1.18M as of Q2 2026.
  • Caerus Investment Advisors sold 866 Sandisk shares in Q2 2026, an estimated $1.24M.
  • Sandisk made up 0.39% of Caerus Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Caerus Investment Advisors first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.