LIA
SNDK

LifePlan Investment Advisors’s Sandisk SNDK Stock Holding History

LifePlan Investment 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
Q2 		$4.19M Sell
1,843
-322
-15% -$460K 1.44% 25
2026
Q1 		$1.38M Buy
+2,165
New +$1.22M 0.54% 51

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 $3.37T AUM 44.26% 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

LifePlan Investment Advisors's SNDK Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Sandisk (SNDK) stake by 15% in Q2 2026, selling an estimated $460K and leaving 1,843 shares worth $4.19M. The position accounts for 1.44% of the portfolio, ranked #25.

LifePlan Investment Advisors first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,823 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • LifePlan Investment Advisors held 1,843 shares of Sandisk worth $4.19M as of Q2 2026.
  • LifePlan Investment Advisors sold 322 Sandisk shares in Q2 2026, an estimated $460K.
  • Sandisk made up 1.44% of LifePlan Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • LifePlan Investment Advisors first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.