Kovitz Investment Group Partners
SNDK

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kovitz Investment Group Partners's SNDK Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Sandisk (SNDK) in Q1 2026: 1,189 shares worth $756K. The stake represents 0.02% of the portfolio and ranks #358 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in SNDK as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in SNDK in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.34M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

  • Kovitz Investment Group Partners held 1,189 shares of Sandisk worth $756K as of Q1 2026.
  • Sandisk was a new Kovitz Investment Group Partners position in Q1 2026.
  • Sandisk made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #358 holding.
  • Kovitz Investment Group Partners first reported a position in Sandisk in Q3 2025 and has held it in 2 quarters since.
  • Kovitz Investment Group Partners's Sandisk position peaked at $1.34M in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.