Carson Wealth (CWM LLC)
SNDK

Carson Wealth (CWM LLC)’s Sandisk SNDK Stock Holding History

Carson Wealth (CWM 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
Q1 		$26.9M Sell
42,372
-24,326
-36% -$13.7M 0.07% 259
2025
Q4 		$15.8M Buy
66,698
+974
+1% +$195K 0.04% 385
2025
Q3 		$7.37M Buy
65,724
+41,899
+176% +$2.45M 0.02% 574
2025
Q2 		$1.08M Buy
23,825
+17,908
+303% +$685K ﹤0.01% 1211
2025
Q1 		$282K Buy
+5,917
New +$294K ﹤0.01% 1705

Other funds holding SNDK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SNDK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sandisk (SNDK) stake by 36% in Q1 2026, selling an estimated $13.7M and leaving 42,372 shares worth $26.9M. The position accounts for 0.07% of the portfolio, ranked #259.

Carson Wealth (CWM LLC) first reported a position in SNDK in Q1 2025 and has held it in 5 quarters since. 1,176 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,372 shares of Sandisk worth $26.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 24,326 Sandisk shares in Q1 2026, an estimated $13.7M.
  • Sandisk made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #259 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sandisk in Q1 2025 and has held it in 5 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.