Consilium Wealth Advisory
SNDK icon

Consilium Wealth Advisory’s Sandisk SNDK Stock Holding History

Consilium Wealth Advisory’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
Q3 		$2.03M Sell
1,164
-464
-29% -$726K 0.6% 37
2026
Q2 		$3.7M Buy
1,628
+334
+26% +$477K 1.1% 22
2026
Q1 		$822K Buy
+1,294
New +$731K 0.28% 53

Other funds holding SNDK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Consilium Wealth Advisory's SNDK Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its Sandisk (SNDK) stake by 29% in Q3 2026, selling an estimated $726K and leaving 1,164 shares worth $2.03M. The position accounts for 0.6% of the portfolio, ranked #37.

Consilium Wealth Advisory first reported a position in SNDK in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.7M in Q2 2026. 855 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Consilium Wealth Advisory held 1,164 shares of Sandisk worth $2.03M as of Q3 2026.
  • Consilium Wealth Advisory sold 464 Sandisk shares in Q3 2026, an estimated $726K.
  • Sandisk made up 0.6% of Consilium Wealth Advisory's portfolio in Q3 2026, its #37 holding.
  • Consilium Wealth Advisory first reported a position in Sandisk in Q1 2026 and has held it in 3 quarters since.
  • Consilium Wealth Advisory's Sandisk position peaked at $3.7M in Q2 2026.
  • 855 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.