MWM
SNDK

Mascoma Wealth Management’s Sandisk SNDK Stock Holding History

Mascoma Wealth Management’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 		$9.1K Buy
+4
New +$5.71K ﹤0.01% 329
2025
Q2 		– Sell
-4
Closed -$190 – 503
2025
Q1 		$190 Buy
+4
New +$199 ﹤0.01% 492

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

Mascoma Wealth Management's SNDK Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Sandisk (SNDK) in Q2 2026: 4 shares worth $9.1K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in SNDK as recently as Q1 2025.

Mascoma Wealth Management first reported a position in SNDK in Q1 2025 and has held it in 2 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Mascoma Wealth Management held 4 shares of Sandisk worth $9.1K as of Q2 2026.
  • Sandisk was a new Mascoma Wealth Management position in Q2 2026.
  • Sandisk made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Mascoma Wealth Management first reported a position in Sandisk in Q1 2025 and has held it in 2 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.