MYIA
SNDK

Mount Yale Investment Advisors’s Sandisk SNDK Stock Holding History

Mount Yale 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 		$1.82M Sell
799
-2
-0.2% -$2.85K 0.03% 433
2026
Q1 		$509K Buy
+801
New +$452K 0.01% 715
2025
Q3 		– Sell
-55
Closed -$2.51K – 1680
2025
Q2 		$2.51K Buy
+55
New +$2.1K ﹤0.01% 1309

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SNDK Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Sandisk (SNDK) stake by 0.25% in Q2 2026, selling an estimated $2.85K and leaving 799 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #433.

Mount Yale Investment Advisors first reported a position in SNDK in Q2 2025 and has held it in 3 quarters since. 1,826 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Mount Yale Investment Advisors held 799 shares of Sandisk worth $1.82M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2 Sandisk shares in Q2 2026, an estimated $2.85K.
  • Sandisk made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #433 holding.
  • Mount Yale Investment Advisors first reported a position in Sandisk in Q2 2025 and has held it in 3 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.