IAAG
SNDK

Innovative Asset Advisors Group’s Sandisk SNDK Stock Holding History

Innovative Asset Advisors Group’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 		$312K Buy
137
+3
+2% +$4.28K 0.14% 127
2026
Q1 		$85.1K Buy
+134
New +$75.7K 0.05% 239

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

Innovative Asset Advisors Group's SNDK Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Sandisk (SNDK) stake by 2.2% in Q2 2026, buying an estimated $4.28K and bringing the position to 137 shares worth $312K. The position accounts for 0.14% of the portfolio, ranked #127.

Innovative Asset Advisors Group first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,718 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Innovative Asset Advisors Group held 137 shares of Sandisk worth $312K as of Q2 2026.
  • Innovative Asset Advisors Group bought 3 Sandisk shares in Q2 2026, an estimated $4.28K.
  • Sandisk made up 0.14% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #127 holding.
  • Innovative Asset Advisors Group first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.