IWC
SNDK

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Integrated Wealth Concepts's SNDK Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Sandisk (SNDK) stake by 40% in Q1 2026, buying an estimated $1.06M and bringing the position to 6,619 shares worth $4.21M. The position accounts for 0.03% of the portfolio, ranked #484.

Integrated Wealth Concepts first reported a position in SNDK in Q2 2025 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

  • Integrated Wealth Concepts held 6,619 shares of Sandisk worth $4.21M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,882 Sandisk shares in Q1 2026, an estimated $1.06M.
  • Sandisk made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #484 holding.
  • Integrated Wealth Concepts first reported a position in Sandisk in Q2 2025 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.