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Congress Wealth Management’s Sandisk SNDK Stock Holding History

Congress 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
2025
Q2 		$219K Buy
4,832
+317
+7% +$12.1K ﹤0.01% 1133
2025
Q1 		$215K Buy
+4,515
New +$224K ﹤0.01% 1021

Other funds holding SNDK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's SNDK Position: Q2 2025 in Review

Congress Wealth Management increased its Sandisk (SNDK) stake by 7% in Q2 2025, buying an estimated $12.1K and bringing the position to 4,832 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Congress Wealth Management first reported a position in SNDK in Q1 2025 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold SNDK as of Q2 2025.

  • Congress Wealth Management held 4,832 shares of Sandisk worth $219K as of Q2 2025.
  • Congress Wealth Management bought 317 Sandisk shares in Q2 2025, an estimated $12.1K.
  • Sandisk made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1133 holding.
  • Congress Wealth Management first reported a position in Sandisk in Q1 2025 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held Sandisk as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.