CFP
SNDK

Comprehensive Financial Planning’s Sandisk SNDK Stock Holding History

Comprehensive Financial Planning’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 		$3.15M Buy
1,387
+1,159
+508% +$1.65M 1.68% 17
2026
Q1 		$145K Buy
228
+62
+37% +$35K 0.1% 107
2025
Q4 		$39.4K Hold
166
– – 0.03% 171
2025
Q3 		$18.6K Hold
166
– – 0.01% 211
2025
Q2 		$7.53K Hold
166
– – 0.01% 249
2025
Q1 		$7.9K Buy
+166
New +$8.24K 0.01% 228

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

Comprehensive Financial Planning's SNDK Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Sandisk (SNDK) stake by 508% in Q2 2026, buying an estimated $1.65M and bringing the position to 1,387 shares worth $3.15M. The position accounts for 1.68% of the portfolio, ranked #17.

Comprehensive Financial Planning first reported a position in SNDK in Q1 2025 and has held it in 6 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Comprehensive Financial Planning held 1,387 shares of Sandisk worth $3.15M as of Q2 2026.
  • Comprehensive Financial Planning bought 1,159 Sandisk shares in Q2 2026, an estimated $1.65M.
  • Sandisk made up 1.68% of Comprehensive Financial Planning's portfolio in Q2 2026, its #17 holding.
  • Comprehensive Financial Planning first reported a position in Sandisk in Q1 2025 and has held it in 6 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.