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Capital Advisors Wealth Management’s Sandisk SNDK Stock Holding History

Capital Advisors 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 		$870K Sell
500
-8
-2% -$12.5K 0.1% 109
2026
Q2 		$1.16M Buy
508
+165
+48% +$236K 0.14% 93
2026
Q1 		$218K Buy
+343
New +$194K 0.03% 203

Other funds holding SNDK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
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

Capital Advisors Wealth Management's SNDK Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Sandisk (SNDK) stake by 1.6% in Q3 2026, selling an estimated $12.5K and leaving 500 shares worth $870K. The position accounts for 0.1% of the portfolio, ranked #109.

Capital Advisors Wealth Management first reported a position in SNDK in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.16M in Q2 2026. 128 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Capital Advisors Wealth Management held 500 shares of Sandisk worth $870K as of Q3 2026.
  • Capital Advisors Wealth Management sold 8 Sandisk shares in Q3 2026, an estimated $12.5K.
  • Sandisk made up 0.1% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Capital Advisors Wealth Management first reported a position in Sandisk in Q1 2026 and has held it in 3 quarters since.
  • Capital Advisors Wealth Management's Sandisk position peaked at $1.16M in Q2 2026.
  • 128 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.