McCarter Private Wealth Services’s Sandisk SNDK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$670K Buy
385
+60
+18% +$93.9K 0.23% 94
2026
Q2
$739K Sell
325
-75
-19% -$107K 0.26% 88
2026
Q1
$254K Buy
+400
New +$226K 0.11% 147

Other funds holding SNDK

McCarter Private Wealth Services's SNDK Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Sandisk (SNDK) stake by 18% in Q3 2026, buying an estimated $93.9K and bringing the position to 385 shares worth $670K. The position accounts for 0.23% of the portfolio, ranked #94.

McCarter Private Wealth Services first reported a position in SNDK in Q1 2026 and has held it in 3 quarters since. The position peaked at $739K in Q2 2026. 466 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • McCarter Private Wealth Services held 385 shares of Sandisk worth $670K as of Q3 2026.
  • McCarter Private Wealth Services bought 60 Sandisk shares in Q3 2026, an estimated $93.9K.
  • Sandisk made up 0.23% of McCarter Private Wealth Services's portfolio in Q3 2026, its #94 holding.
  • McCarter Private Wealth Services first reported a position in Sandisk in Q1 2026 and has held it in 3 quarters since.
  • McCarter Private Wealth Services's Sandisk position peaked at $739K in Q2 2026.
  • 466 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.