Falcon Wealth Planning’s Sandisk SNDK Stock Holding History

Falcon Wealth Planning’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	$1.47M	Buy	647 +39	+6%	+$55.7K	0.09%	73
2026 Q1	$386K	Buy	+608	New	+$343K	0.03%	152

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

Falcon Wealth Planning's SNDK Position: Q2 2026 in Review

Falcon Wealth Planning increased its Sandisk (SNDK) stake by 6.4% in Q2 2026, buying an estimated $55.7K and bringing the position to 647 shares worth $1.47M. The position accounts for 0.09% of the portfolio, ranked #73.

Falcon Wealth Planning first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Falcon Wealth Planning held 647 shares of Sandisk worth $1.47M as of Q2 2026.
Falcon Wealth Planning bought 39 Sandisk shares in Q2 2026, an estimated $55.7K.
Sandisk made up 0.09% of Falcon Wealth Planning's portfolio in Q2 2026, its #73 holding.
Falcon Wealth Planning first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.