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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mount Yale Investment Advisors's SNDK Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Sandisk (SNDK) in Q1 2026: 801 shares worth $509K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SNDK as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SNDK in Q2 2025 and has held it in 2 quarters since. 1,174 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

  • Mount Yale Investment Advisors held 801 shares of Sandisk worth $509K as of Q1 2026.
  • Sandisk was a new Mount Yale Investment Advisors position in Q1 2026.
  • Sandisk made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #715 holding.
  • Mount Yale Investment Advisors first reported a position in Sandisk in Q2 2025 and has held it in 2 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.