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Elevation Wealth Partners’s Sandisk SNDK Stock Holding History

Elevation Wealth Partners’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 		$52.2K Hold
30
– – 0.01% 378
2026
Q2 		$68.2K Buy
30
+16
+114% +$22.8K 0.02% 236
2026
Q1 		$8.89K Buy
+14
New +$7.91K ﹤0.01% 539

Other funds holding SNDK

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Elevation Wealth Partners's SNDK Position: Q3 2026 in Review

Elevation Wealth Partners held its Sandisk (SNDK) position steady in Q3 2026 at 30 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #378.

Elevation Wealth Partners first reported a position in SNDK in Q1 2026 and has held it in 3 quarters since. The position peaked at $68.2K in Q2 2026. 80 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Elevation Wealth Partners held 30 shares of Sandisk worth $52.2K as of Q3 2026.
  • Elevation Wealth Partners left its Sandisk share count unchanged in Q3 2026.
  • Sandisk made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #378 holding.
  • Elevation Wealth Partners first reported a position in Sandisk in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Sandisk position peaked at $68.2K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.