IWC
SNDK icon

Integrated Wealth Concepts’s Sandisk SNDK Stock Holding History

Integrated Wealth Concepts’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 		$10.1M Sell
4,425
-2,194
-33% -$3.13M 0.07% 284
2026
Q1 		$4.21M Buy
6,619
+1,882
+40% +$1.06M 0.03% 484
2025
Q4 		$1.12M Sell
4,737
-805
-15% -$161K 0.01% 716
2025
Q3 		$622K Buy
5,542
+628
+13% +$36.7K 0.01% 1236
2025
Q2 		$223K Buy
+4,914
New +$188K ﹤0.01% 1707

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's SNDK Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Sandisk (SNDK) stake by 33% in Q2 2026, selling an estimated $3.13M and leaving 4,425 shares worth $10.1M. The position accounts for 0.07% of the portfolio, ranked #284.

Integrated Wealth Concepts first reported a position in SNDK in Q2 2025 and has held it in 5 quarters since. 1,825 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Integrated Wealth Concepts held 4,425 shares of Sandisk worth $10.1M as of Q2 2026.
  • Integrated Wealth Concepts sold 2,194 Sandisk shares in Q2 2026, an estimated $3.13M.
  • Sandisk made up 0.07% of Integrated Wealth Concepts's portfolio in Q2 2026, its #284 holding.
  • Integrated Wealth Concepts first reported a position in Sandisk in Q2 2025 and has held it in 5 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.