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
Q2 		$136M Buy
59,617
+26,250
+79% +$37.5M 0.08% 110
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

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

Creative Planning's SNDK Position: Q2 2026 in Review

Creative Planning increased its Sandisk (SNDK) stake by 79% in Q2 2026, buying an estimated $37.5M and bringing the position to 59,617 shares worth $136M. The position accounts for 0.08% of the portfolio, ranked #110.

Creative Planning first reported a position in SNDK in Q1 2025 and has held it in 6 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Creative Planning held 59,617 shares of Sandisk worth $136M as of Q2 2026.
  • Creative Planning bought 26,250 Sandisk shares in Q2 2026, an estimated $37.5M.
  • Sandisk made up 0.08% of Creative Planning's portfolio in Q2 2026, its #110 holding.
  • Creative Planning first reported a position in Sandisk in Q1 2025 and has held it in 6 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.