PWM
SNDK

Perigon Wealth Management’s Sandisk SNDK Stock Holding History

Perigon 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 		$2.22M Sell
975
-855
-47% -$1.22M 0.03% 395
2026
Q1 		$1.16M Sell
1,830
-1,053
-37% -$595K 0.02% 488
2025
Q4 		$684K Sell
2,883
-130
-4% -$26K 0.01% 666
2025
Q3 		$338K Buy
+3,013
New +$176K 0.01% 903

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 $3.37T AUM 44.26% 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

Perigon Wealth Management's SNDK Position: Q2 2026 in Review

Perigon Wealth Management reduced its Sandisk (SNDK) stake by 47% in Q2 2026, selling an estimated $1.22M and leaving 975 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #395.

Perigon Wealth Management first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Perigon Wealth Management held 975 shares of Sandisk worth $2.22M as of Q2 2026.
  • Perigon Wealth Management sold 855 Sandisk shares in Q2 2026, an estimated $1.22M.
  • Sandisk made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #395 holding.
  • Perigon Wealth Management first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.