Perigon Wealth Management
SNDK icon

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
Q3 		$1.72M Buy
986
+11
+1% +$17.2K 0.03% 440
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

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Perigon Wealth Management's SNDK Position: Q3 2026 in Review

Perigon Wealth Management increased its Sandisk (SNDK) stake by 1.1% in Q3 2026, buying an estimated $17.2K and bringing the position to 986 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #440.

Perigon Wealth Management first reported a position in SNDK in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.22M in Q2 2026. 1,188 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Perigon Wealth Management held 986 shares of Sandisk worth $1.72M as of Q3 2026.
  • Perigon Wealth Management bought 11 Sandisk shares in Q3 2026, an estimated $17.2K.
  • Sandisk made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #440 holding.
  • Perigon Wealth Management first reported a position in Sandisk in Q3 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's Sandisk position peaked at $2.22M in Q2 2026.
  • 1,188 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.