IFWM
SNDK

Institute for Wealth Management’s Sandisk SNDK Stock Holding History

Institute for 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 		$939K Buy
413
+16
+4% +$22.8K 0.08% 211
2026
Q1 		$252K Buy
+397
New +$224K 0.03% 466

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

Institute for Wealth Management's SNDK Position: Q2 2026 in Review

Institute for Wealth Management increased its Sandisk (SNDK) stake by 4% in Q2 2026, buying an estimated $22.8K and bringing the position to 413 shares worth $939K. The position accounts for 0.08% of the portfolio, ranked #211.

Institute for Wealth Management first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Institute for Wealth Management held 413 shares of Sandisk worth $939K as of Q2 2026.
  • Institute for Wealth Management bought 16 Sandisk shares in Q2 2026, an estimated $22.8K.
  • Sandisk made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Institute for Wealth Management first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.