CRWM
SNDK

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
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

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

Castle Rock Wealth Management's SNDK Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Sandisk (SNDK) stake by 2.4% in Q2 2026, buying an estimated $14.3K and bringing the position to 426 shares worth $866K. The position accounts for 0.17% of the portfolio, ranked #134.

Castle Rock Wealth Management first reported a position in SNDK in Q4 2025 and has held it in 3 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Castle Rock Wealth Management held 426 shares of Sandisk worth $866K as of Q2 2026.
  • Castle Rock Wealth Management bought 10 Sandisk shares in Q2 2026, an estimated $14.3K.
  • Sandisk made up 0.17% of Castle Rock Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Castle Rock Wealth Management first reported a position in Sandisk in Q4 2025 and has held it in 3 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.