LPL Financial
SNDK icon

LPL Financial’s Sandisk SNDK Stock Holding History

LPL Financial’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 		$237M Buy
136,453
+20,137
+17% +$31.5M 0.05% 354
2026
Q2 		$264M Buy
116,316
+23,482
+25% +$33.5M 0.06% 321
2026
Q1 		$59M Buy
92,834
+59,342
+177% +$33.5M 0.02% 839
2025
Q4 		$7.95M Buy
33,492
+8,441
+34% +$1.69M ﹤0.01% 2126
2025
Q3 		$2.81M Sell
25,051
-2,806
-10% -$164K ﹤0.01% 3001
2025
Q2 		$1.26M Sell
27,857
-5,802
-17% -$222K ﹤0.01% 3535
2025
Q1 		$1.6M Buy
+33,659
New +$1.67M ﹤0.01% 3147

Other funds holding SNDK

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

LPL Financial's SNDK Position: Q3 2026 in Review

LPL Financial increased its Sandisk (SNDK) stake by 17% in Q3 2026, buying an estimated $31.5M and bringing the position to 136,453 shares worth $237M. The position accounts for 0.05% of the portfolio, ranked #354.

LPL Financial first reported a position in SNDK in Q1 2025 and has held it in 7 quarters since. The position peaked at $264M in Q2 2026. 1,474 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • LPL Financial held 136,453 shares of Sandisk worth $237M as of Q3 2026.
  • LPL Financial bought 20,137 Sandisk shares in Q3 2026, an estimated $31.5M.
  • Sandisk made up 0.05% of LPL Financial's portfolio in Q3 2026, its #354 holding.
  • LPL Financial first reported a position in Sandisk in Q1 2025 and has held it in 7 quarters since.
  • LPL Financial's Sandisk position peaked at $264M in Q2 2026.
  • 1,474 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.