IAM Advisory’s Sandisk SNDK Stock Holding History

IAM Advisory’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	$6.25M	Sell	2,748 -34	-1%	-$48.5K	1.22%	16
2026 Q1	$1.77M	Buy	+2,782	New	+$1.57M	0.4%	40

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 $3.38T AUM 44.17% 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

IAM Advisory's SNDK Position: Q2 2026 in Review

IAM Advisory reduced its Sandisk (SNDK) stake by 1.2% in Q2 2026, selling an estimated $48.5K and leaving 2,748 shares worth $6.25M. The position accounts for 1.22% of the portfolio, ranked #16.

IAM Advisory first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,825 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

IAM Advisory held 2,748 shares of Sandisk worth $6.25M as of Q2 2026.
IAM Advisory sold 34 Sandisk shares in Q2 2026, an estimated $48.5K.
Sandisk made up 1.22% of IAM Advisory's portfolio in Q2 2026, its #16 holding.
IAM Advisory first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
1,825 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.