PDS Planning’s Sandisk SNDK Stock Holding History

PDS Planning’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	$1.01M	Sell	1,587 -968	-38%	-$547K	0.07%	137
2025 Q4	$607K	Sell	2,555 -312	-11%	-$62.5K	0.04%	218
2025 Q3	$322K	Buy	+2,867	New	+$167K	0.02%	356

Other funds holding SNDK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PDS Planning's SNDK Position: Q1 2026 in Review

PDS Planning reduced its Sandisk (SNDK) stake by 38% in Q1 2026, selling an estimated $547K and leaving 1,587 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #137.

PDS Planning first reported a position in SNDK in Q3 2025 and has held it in 3 quarters since. 1,170 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

PDS Planning held 1,587 shares of Sandisk worth $1.01M as of Q1 2026.
PDS Planning sold 968 Sandisk shares in Q1 2026, an estimated $547K.
Sandisk made up 0.07% of PDS Planning's portfolio in Q1 2026, its #137 holding.
PDS Planning first reported a position in Sandisk in Q3 2025 and has held it in 3 quarters since.
1,170 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.