Kingswood Wealth Advisors’s Sandisk SNDK Stock Holding History

Kingswood Wealth Advisors’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	$3.29M	Buy	+5,183	New	+$2.93M	0.16%	152

Other funds holding SNDK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kingswood Wealth Advisors's SNDK Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in Sandisk (SNDK) in Q1 2026: 5,183 shares worth $3.29M. The stake represents 0.16% of the portfolio and ranks #152 among its holdings.

1,170 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

Kingswood Wealth Advisors held 5,183 shares of Sandisk worth $3.29M as of Q1 2026.
Sandisk was a new Kingswood Wealth Advisors position in Q1 2026.
Sandisk made up 0.16% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #152 holding.
1,170 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.