MWM
SNDK

MorganRosel Wealth Management’s Sandisk SNDK Stock Holding History

MorganRosel 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 		$757K Hold
333
– – 0.26% 68
2026
Q1 		$212K Buy
+333
New +$188K 0.08% 101
2025
Q3 		– Sell
-333
Closed -$15.1K – 362
2025
Q2 		$15.1K Hold
333
– – ﹤0.01% 242
2025
Q1 		$15.9K Buy
+333
New +$16.5K ﹤0.01% 229

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

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

MorganRosel Wealth Management held its Sandisk (SNDK) position steady in Q2 2026 at 333 shares worth $757K. The position accounts for 0.26% of the portfolio, ranked #68.

MorganRosel Wealth Management first reported a position in SNDK in Q1 2025 and has held it in 4 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • MorganRosel Wealth Management held 333 shares of Sandisk worth $757K as of Q2 2026.
  • MorganRosel Wealth Management left its Sandisk share count unchanged in Q2 2026.
  • Sandisk made up 0.26% of MorganRosel Wealth Management's portfolio in Q2 2026, its #68 holding.
  • MorganRosel Wealth Management first reported a position in Sandisk in Q1 2025 and has held it in 4 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

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