JWM
SNDK

JGP Wealth Management’s Sandisk SNDK Stock Holding History

JGP 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 		$1.82M Buy
800
+96
+14% +$137K 0.16% 78
2026
Q1 		$447K Buy
+704
New +$398K 0.05% 154

Other funds holding SNDK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JGP Wealth Management's SNDK Position: Q2 2026 in Review

JGP Wealth Management increased its Sandisk (SNDK) stake by 14% in Q2 2026, buying an estimated $137K and bringing the position to 800 shares worth $1.82M. The position accounts for 0.16% of the portfolio, ranked #78.

JGP Wealth Management first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • JGP Wealth Management held 800 shares of Sandisk worth $1.82M as of Q2 2026.
  • JGP Wealth Management bought 96 Sandisk shares in Q2 2026, an estimated $137K.
  • Sandisk made up 0.16% of JGP Wealth Management's portfolio in Q2 2026, its #78 holding.
  • JGP Wealth Management first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.