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LifeGoal Wealth Advisors’s Sandisk SNDK Stock Holding History

LifeGoal 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
Q3 		$421K Buy
242
+9
+4% +$14.1K 0.13% 99
2026
Q2 		$530K Buy
+233
New +$333K 0.24% 58

Other funds holding SNDK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

LifeGoal Wealth Advisors's SNDK Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Sandisk (SNDK) stake by 3.9% in Q3 2026, buying an estimated $14.1K and bringing the position to 242 shares worth $421K. The position accounts for 0.13% of the portfolio, ranked #99.

LifeGoal Wealth Advisors first reported a position in SNDK in Q2 2026 and has held it in 2 quarters since. The position peaked at $530K in Q2 2026. 137 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • LifeGoal Wealth Advisors held 242 shares of Sandisk worth $421K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 9 Sandisk shares in Q3 2026, an estimated $14.1K.
  • Sandisk made up 0.13% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #99 holding.
  • LifeGoal Wealth Advisors first reported a position in Sandisk in Q2 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's Sandisk position peaked at $530K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.