CWM
SNDK

Circle Wealth Management’s Sandisk SNDK Stock Holding History

Circle 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 		$5.03M Buy
2,213
+632
+40% +$902K 0.06% 58
2026
Q1 		$1M Buy
+1,581
New +$893K 0.01% 139
2025
Q2 		– Sell
-5,601
Closed -$267K – 236
2025
Q1 		$267K Buy
+5,601
New +$278K 0.01% 202

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

Circle Wealth Management's SNDK Position: Q2 2026 in Review

Circle Wealth Management increased its Sandisk (SNDK) stake by 40% in Q2 2026, buying an estimated $902K and bringing the position to 2,213 shares worth $5.03M. The position accounts for 0.06% of the portfolio, ranked #58.

Circle Wealth Management first reported a position in SNDK in Q1 2025 and has held it in 3 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Circle Wealth Management held 2,213 shares of Sandisk worth $5.03M as of Q2 2026.
  • Circle Wealth Management bought 632 Sandisk shares in Q2 2026, an estimated $902K.
  • Sandisk made up 0.06% of Circle Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Circle Wealth Management first reported a position in Sandisk in Q1 2025 and has held it in 3 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.