Forum Financial Management’s Sandisk SNDK Stock Holding History

Forum Financial 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 Q1	–	Sell	-2,025	Closed	-$481K	–	1027
2025 Q4	$481K	Buy	2,025 +128	+7%	+$25.6K	0.01%	497
2025 Q3	$213K	Buy	+1,897	New	+$111K	﹤0.01%	933

Other funds holding SNDK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Forum Financial Management's SNDK Position: Q1 2026 in Review

Forum Financial Management sold out of Sandisk (SNDK) in Q1 2026, closing a stake of 2,025 shares — an estimated $481K sold.

Forum Financial Management first reported a position in SNDK in Q3 2025 and held it in 2 quarters. The position peaked at $481K in Q4 2025. 1,179 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

Forum Financial Management reported no remaining Sandisk position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,025 Sandisk shares in Q1 2026, an estimated $481K.
Forum Financial Management first reported a position in Sandisk in Q3 2025 and held it in 2 quarters.
Forum Financial Management's Sandisk position peaked at $481K in Q4 2025.
1,179 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.