HCR Wealth Advisors’s Sandisk SNDK Stock Holding History

HCR 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	$1.42M	Sell	626 -272	-30%	-$388K	0.13%	95
2026 Q1	$571K	Sell	898 -172	-16%	-$97.2K	0.06%	140
2025 Q4	$254K	Buy	+1,070	New	+$214K	0.03%	213

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

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

HCR Wealth Advisors reduced its Sandisk (SNDK) stake by 30% in Q2 2026, selling an estimated $388K and leaving 626 shares worth $1.42M. The position accounts for 0.13% of the portfolio, ranked #95.

HCR Wealth Advisors first reported a position in SNDK in Q4 2025 and has held it in 3 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

HCR Wealth Advisors held 626 shares of Sandisk worth $1.42M as of Q2 2026.
HCR Wealth Advisors sold 272 Sandisk shares in Q2 2026, an estimated $388K.
Sandisk made up 0.13% of HCR Wealth Advisors's portfolio in Q2 2026, its #95 holding.
HCR Wealth Advisors first reported a position in Sandisk in Q4 2025 and has held it in 3 quarters since.
1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.