EFG
SNDK

Everhart Financial Group’s Sandisk SNDK Stock Holding History

Everhart Financial 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 		$5.4M Sell
2,377
-17
-0.7% -$24.3K 0.35% 38
2026
Q1 		$1.52M Buy
2,394
+336
+16% +$190K 0.13% 108
2025
Q4 		$489K Buy
2,058
+67
+3% +$13.4K 0.05% 264
2025
Q3 		$223K Buy
+1,991
New +$116K 0.02% 363

Other funds holding SNDK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

Everhart Financial Group's SNDK Position: Q2 2026 in Review

Everhart Financial Group reduced its Sandisk (SNDK) stake by 0.71% in Q2 2026, selling an estimated $24.3K and leaving 2,377 shares worth $5.4M. The position accounts for 0.35% of the portfolio, ranked #38.

Everhart Financial Group first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Everhart Financial Group held 2,377 shares of Sandisk worth $5.4M as of Q2 2026.
  • Everhart Financial Group sold 17 Sandisk shares in Q2 2026, an estimated $24.3K.
  • Sandisk made up 0.35% of Everhart Financial Group's portfolio in Q2 2026, its #38 holding.
  • Everhart Financial Group first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.