HWM
SNDK

HB Wealth Management’s Sandisk SNDK Stock Holding History

HB Wealth 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
Q2 		$9.8M Sell
4,308
-82
-2% -$117K 0.05% 173
2026
Q1 		$2.79M Buy
4,390
+730
+20% +$412K 0.02% 361
2025
Q4 		$869K Buy
3,660
+556
+18% +$111K 0.01% 684
2025
Q3 		$348K Buy
+3,104
New +$181K ﹤0.01% 1003

Other funds holding SNDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

HB Wealth Management's SNDK Position: Q2 2026 in Review

HB Wealth Management reduced its Sandisk (SNDK) stake by 1.9% in Q2 2026, selling an estimated $117K and leaving 4,308 shares worth $9.8M. The position accounts for 0.05% of the portfolio, ranked #173.

HB Wealth Management first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • HB Wealth Management held 4,308 shares of Sandisk worth $9.8M as of Q2 2026.
  • HB Wealth Management sold 82 Sandisk shares in Q2 2026, an estimated $117K.
  • Sandisk made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #173 holding.
  • HB Wealth Management first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.