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Castle Rock Wealth Management’s Sandisk SNDK Stock Holding History

Castle Rock 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 		$784K Buy
472
+46
+11% +$72K 0.15% 134
2026
Q2 		$866K Buy
426
+10
+2% +$14.3K 0.17% 134
2026
Q1 		$292K Buy
416
+11
+3% +$6.21K 0.06% 221
2025
Q4 		$270K Buy
+405
New +$81.1K 0.06% 229

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

Castle Rock Wealth Management's SNDK Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Sandisk (SNDK) stake by 11% in Q3 2026, buying an estimated $72K and bringing the position to 472 shares worth $784K. The position accounts for 0.15% of the portfolio, ranked #134.

Castle Rock Wealth Management first reported a position in SNDK in Q4 2025 and has held it in 4 quarters since. The position peaked at $866K in Q2 2026. 112 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Castle Rock Wealth Management held 472 shares of Sandisk worth $784K as of Q3 2026.
  • Castle Rock Wealth Management bought 46 Sandisk shares in Q3 2026, an estimated $72K.
  • Sandisk made up 0.15% of Castle Rock Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Castle Rock Wealth Management first reported a position in Sandisk in Q4 2025 and has held it in 4 quarters since.
  • Castle Rock Wealth Management's Sandisk position peaked at $866K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

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