CWP
SNDK

Concord Wealth Partners’s Sandisk SNDK Stock Holding History

Concord Wealth Partners’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 		$146K Buy
+64
New +$91.4K 0.02% 252
2026
Q1 		– Sell
-80
Closed -$19K – 833
2025
Q4 		$19K Buy
+80
New +$16K ﹤0.01% 449

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

Concord Wealth Partners's SNDK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Sandisk (SNDK) in Q2 2026: 64 shares worth $146K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SNDK as recently as Q4 2025.

Concord Wealth Partners first reported a position in SNDK in Q4 2025 and has held it in 2 quarters since. 1,809 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Concord Wealth Partners held 64 shares of Sandisk worth $146K as of Q2 2026.
  • Sandisk was a new Concord Wealth Partners position in Q2 2026.
  • Sandisk made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #252 holding.
  • Concord Wealth Partners first reported a position in Sandisk in Q4 2025 and has held it in 2 quarters since.
  • 1,809 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.