Obermeyer Wealth Partners
SNDK icon

Obermeyer Wealth Partners’s Sandisk SNDK Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$590K Hold
339
– – 0.02% 163
2026
Q2 		$771K Buy
339
+5
+1% +$7.14K 0.03% 136
2026
Q1 		$212K Buy
+334
New +$189K 0.01% 285

Other funds holding SNDK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Obermeyer Wealth Partners's SNDK Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Sandisk (SNDK) position steady in Q3 2026 at 339 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #163.

Obermeyer Wealth Partners first reported a position in SNDK in Q1 2026 and has held it in 3 quarters since. The position peaked at $771K in Q2 2026. 1,378 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Obermeyer Wealth Partners held 339 shares of Sandisk worth $590K as of Q3 2026.
  • Obermeyer Wealth Partners left its Sandisk share count unchanged in Q3 2026.
  • Sandisk made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #163 holding.
  • Obermeyer Wealth Partners first reported a position in Sandisk in Q1 2026 and has held it in 3 quarters since.
  • Obermeyer Wealth Partners's Sandisk position peaked at $771K in Q2 2026.
  • 1,378 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.