Creative Planning
SNDK

Creative Planning’s Sandisk SNDK Stock Holding History

Creative 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
Q1 		$21.2M Buy
33,367
+4,141
+14% +$2.34M 0.01% 417
2025
Q4 		$6.94M Buy
29,226
+6,315
+28% +$1.26M 0.01% 793
2025
Q3 		$2.57M Buy
22,911
+15,263
+200% +$891K ﹤0.01% 1344
2025
Q2 		$347K Sell
7,648
-6,403
-46% -$245K ﹤0.01% 2773
2025
Q1 		$669K Buy
+14,051
New +$698K ﹤0.01% 2043

Other funds holding SNDK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's SNDK Position: Q1 2026 in Review

Creative Planning increased its Sandisk (SNDK) stake by 14% in Q1 2026, buying an estimated $2.34M and bringing the position to 33,367 shares worth $21.2M. The position accounts for 0.01% of the portfolio, ranked #417.

Creative Planning first reported a position in SNDK in Q1 2025 and has held it in 5 quarters since. 1,170 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

  • Creative Planning held 33,367 shares of Sandisk worth $21.2M as of Q1 2026.
  • Creative Planning bought 4,141 Sandisk shares in Q1 2026, an estimated $2.34M.
  • Sandisk made up 0.01% of Creative Planning's portfolio in Q1 2026, its #417 holding.
  • Creative Planning first reported a position in Sandisk in Q1 2025 and has held it in 5 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.