Klingman & Associates’s Sandisk SNDK Stock Holding History

Klingman & Associates’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	$935K	Buy	411 +49	+14%	+$69.9K	0.04%	145
2026 Q1	$230K	Buy	+362	New	+$204K	0.01%	306

Other funds holding SNDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Klingman & Associates's SNDK Position: Q2 2026 in Review

Klingman & Associates increased its Sandisk (SNDK) stake by 14% in Q2 2026, buying an estimated $69.9K and bringing the position to 411 shares worth $935K. The position accounts for 0.04% of the portfolio, ranked #145.

Klingman & Associates first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Klingman & Associates held 411 shares of Sandisk worth $935K as of Q2 2026.
Klingman & Associates bought 49 Sandisk shares in Q2 2026, an estimated $69.9K.
Sandisk made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #145 holding.
Klingman & Associates first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.