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Essential Partners’s Sandisk SNDK Stock Holding History

Essential 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 		$404K Sell
232
-79
-25% -$124K 0.18% 100
2026
Q2 		$707K Sell
311
-530
-63% -$757K 0.33% 52
2026
Q1 		$534K Sell
841
-773
-48% -$437K 0.18% 139
2025
Q4 		$383K Buy
1,614
+104
+7% +$20.8K 0.12% 220
2025
Q3 		$169K Buy
1,510
+422
+39% +$24.6K 0.06% 348
2025
Q2 		$49.3K Buy
+1,088
New +$41.6K 0.02% 479

Other funds holding SNDK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
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

Essential Partners's SNDK Position: Q3 2026 in Review

Essential Partners reduced its Sandisk (SNDK) stake by 25% in Q3 2026, selling an estimated $124K and leaving 232 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #100.

Essential Partners first reported a position in SNDK in Q2 2025 and has held it in 6 quarters since. The position peaked at $707K in Q2 2026. 172 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Essential Partners held 232 shares of Sandisk worth $404K as of Q3 2026.
  • Essential Partners sold 79 Sandisk shares in Q3 2026, an estimated $124K.
  • Sandisk made up 0.18% of Essential Partners's portfolio in Q3 2026, its #100 holding.
  • Essential Partners first reported a position in Sandisk in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Sandisk position peaked at $707K in Q2 2026.
  • 172 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.