DWM
SNDK

Dogwood Wealth Management’s Sandisk SNDK Stock Holding History

Dogwood 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
2026
Q2 		$109K Buy
48
+6
+14% +$8.56K 0.04% 102
2026
Q1 		$26.7K Buy
42
+29
+223% +$16.4K 0.01% 204
2025
Q4 		$3.09K Buy
+13
New +$2.6K ﹤0.01% 496

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

Dogwood Wealth Management's SNDK Position: Q2 2026 in Review

Dogwood Wealth Management increased its Sandisk (SNDK) stake by 14% in Q2 2026, buying an estimated $8.56K and bringing the position to 48 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #102.

Dogwood Wealth Management first reported a position in SNDK in Q4 2025 and has held it in 3 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Dogwood Wealth Management held 48 shares of Sandisk worth $109K as of Q2 2026.
  • Dogwood Wealth Management bought 6 Sandisk shares in Q2 2026, an estimated $8.56K.
  • Sandisk made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Dogwood Wealth Management first reported a position in Sandisk in Q4 2025 and has held it in 3 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.