Kovitz Investment Group Partners
SNDK icon

Kovitz Investment Group Partners’s Sandisk SNDK Stock Holding History

Kovitz Investment Group Partners’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 		$2.32M Sell
1,020
-169
-14% -$241K 0.05% 208
2026
Q1 		$756K Buy
+1,189
New +$672K 0.02% 358
2025
Q4 		– Sell
-11,950
Closed -$1.34M – 1399
2025
Q3 		$1.34M Buy
+11,950
New +$698K 0.01% 762

Other funds holding SNDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Kovitz Investment Group Partners's SNDK Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Sandisk (SNDK) stake by 14% in Q2 2026, selling an estimated $241K and leaving 1,020 shares worth $2.32M. The position accounts for 0.05% of the portfolio, ranked #208.

Kovitz Investment Group Partners first reported a position in SNDK in Q3 2025 and has held it in 3 quarters since. 1,825 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Kovitz Investment Group Partners held 1,020 shares of Sandisk worth $2.32M as of Q2 2026.
  • Kovitz Investment Group Partners sold 169 Sandisk shares in Q2 2026, an estimated $241K.
  • Sandisk made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #208 holding.
  • Kovitz Investment Group Partners first reported a position in Sandisk in Q3 2025 and has held it in 3 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.