Crestwood Advisors Group’s Sandisk SNDK Stock Holding History

Crestwood Advisors Group’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	$3M	Buy	1,320 +165	+14%	+$236K	0.04%	200
2026 Q1	$734K	Buy	+1,155	New	+$652K	0.01%	342

Other funds holding SNDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Crestwood Advisors Group's SNDK Position: Q2 2026 in Review

Crestwood Advisors Group increased its Sandisk (SNDK) stake by 14% in Q2 2026, buying an estimated $236K and bringing the position to 1,320 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #200.

Crestwood Advisors Group first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Crestwood Advisors Group held 1,320 shares of Sandisk worth $3M as of Q2 2026.
Crestwood Advisors Group bought 165 Sandisk shares in Q2 2026, an estimated $236K.
Sandisk made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #200 holding.
Crestwood Advisors Group first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.