MSWM
SNDK

Mowery & Schoenfeld Wealth Management’s Sandisk SNDK Stock Holding History

Mowery & Schoenfeld 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 		$31.8K Hold
14
– – 0.04% 163
2026
Q1 		$8.89K Hold
14
– – 0.01% 232
2025
Q4 		$3.32K Hold
14
– – ﹤0.01% 366
2025
Q3 		$1.57K Hold
14
– – ﹤0.01% 341
2025
Q2 		$635 Hold
14
– – ﹤0.01% 374
2025
Q1 		$667 Buy
+14
New +$695 ﹤0.01% 429

Other funds holding SNDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SNDK Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Sandisk (SNDK) position steady in Q2 2026 at 14 shares worth $31.8K. The position accounts for 0.04% of the portfolio, ranked #163.

Mowery & Schoenfeld Wealth Management first reported a position in SNDK in Q1 2025 and has held it in 6 quarters since. 1,201 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 14 shares of Sandisk worth $31.8K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Sandisk share count unchanged in Q2 2026.
  • Sandisk made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Sandisk in Q1 2025 and has held it in 6 quarters since.
  • 1,201 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.