MWA
SNDK

Medallion Wealth Advisors’s Sandisk SNDK Stock Holding History

Medallion 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
Q2 		– Sell
-91
Closed -$57.8K – 1313
2026
Q1 		$57.8K Hold
91
– – 0.02% 454
2025
Q4 		$21.6K Hold
91
– – 0.01% 626
2025
Q3 		$10.2K Hold
91
– – ﹤0.01% 745
2025
Q2 		$4.13K Hold
91
– – ﹤0.01% 865
2025
Q1 		$4.33K Buy
+91
New +$4.52K ﹤0.01% 809

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

Medallion Wealth Advisors's SNDK Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Sandisk (SNDK) in Q2 2026, closing a stake of 91 shares — an estimated $57.8K sold.

Medallion Wealth Advisors first reported a position in SNDK in Q1 2025 and held it in 5 quarters. The position peaked at $57.8K in Q1 2026. 1,824 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Sandisk position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 91 Sandisk shares in Q2 2026, an estimated $57.8K.
  • Medallion Wealth Advisors first reported a position in Sandisk in Q1 2025 and held it in 5 quarters.
  • Medallion Wealth Advisors's Sandisk position peaked at $57.8K in Q1 2026.
  • 1,824 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.