MGIA
SNDK

Moneta Group Investment Advisors’s Sandisk SNDK Stock Holding History

Moneta Group 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 		$1.87M Buy
824
+201
+32% +$287K 0.01% 308
2026
Q1 		$396K Buy
+623
New +$352K ﹤0.01% 562

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

Moneta Group Investment Advisors's SNDK Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Sandisk (SNDK) stake by 32% in Q2 2026, buying an estimated $287K and bringing the position to 824 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #308.

Moneta Group Investment Advisors first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,824 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Moneta Group Investment Advisors held 824 shares of Sandisk worth $1.87M as of Q2 2026.
  • Moneta Group Investment Advisors bought 201 Sandisk shares in Q2 2026, an estimated $287K.
  • Sandisk made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #308 holding.
  • Moneta Group Investment Advisors first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.