FSM Wealth Advisors’s Sandisk SNDK Stock Holding History

FSM Wealth Advisors’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	$832K	Sell	366 -29	-7%	-$41.4K	0.09%	125
2026 Q1	$251K	Buy	+395	New	+$223K	0.03%	266

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

FSM Wealth Advisors's SNDK Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Sandisk (SNDK) stake by 7.3% in Q2 2026, selling an estimated $41.4K and leaving 366 shares worth $832K. The position accounts for 0.09% of the portfolio, ranked #125.

FSM Wealth Advisors 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.

FSM Wealth Advisors held 366 shares of Sandisk worth $832K as of Q2 2026.
FSM Wealth Advisors sold 29 Sandisk shares in Q2 2026, an estimated $41.4K.
Sandisk made up 0.09% of FSM Wealth Advisors's portfolio in Q2 2026, its #125 holding.
FSM Wealth Advisors 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 FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.