Intergy Private Wealth’s Sandisk SNDK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$242K Sell
139
-26
-16% -$40.7K 0.05% 118
2026
Q2
$375K Buy
+165
New +$236K 0.09% 87

Other funds holding SNDK

Intergy Private Wealth's SNDK Position: Q3 2026 in Review

Intergy Private Wealth reduced its Sandisk (SNDK) stake by 16% in Q3 2026, selling an estimated $40.7K and leaving 139 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #118.

Intergy Private Wealth first reported a position in SNDK in Q2 2026 and has held it in 2 quarters since. The position peaked at $375K in Q2 2026. 466 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Intergy Private Wealth held 139 shares of Sandisk worth $242K as of Q3 2026.
  • Intergy Private Wealth sold 26 Sandisk shares in Q3 2026, an estimated $40.7K.
  • Sandisk made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #118 holding.
  • Intergy Private Wealth first reported a position in Sandisk in Q2 2026 and has held it in 2 quarters since.
  • Intergy Private Wealth's Sandisk position peaked at $375K in Q2 2026.
  • 466 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.