Pinnacle Wealth Planning Services
SNDK icon

Pinnacle Wealth Planning Services’s Sandisk SNDK Stock Holding History

Pinnacle Wealth Planning Services’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 		$898K Sell
516
-437
-46% -$684K 0.09% 136
2026
Q2 		$2.17M Sell
953
-921
-49% -$1.31M 0.21% 65
2026
Q1 		$1.19M Sell
1,874
-244
-12% -$138K 0.12% 94
2025
Q4 		$503K Sell
2,118
-2,142
-50% -$429K 0.05% 213
2025
Q3 		$478K Buy
+4,260
New +$249K 0.06% 222

Other funds holding SNDK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's SNDK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Sandisk (SNDK) stake by 46% in Q3 2026, selling an estimated $684K and leaving 516 shares worth $898K. The position accounts for 0.09% of the portfolio, ranked #136.

Pinnacle Wealth Planning Services first reported a position in SNDK in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.17M in Q2 2026. 1,142 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 516 shares of Sandisk worth $898K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 437 Sandisk shares in Q3 2026, an estimated $684K.
  • Sandisk made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #136 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sandisk in Q3 2025 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Sandisk position peaked at $2.17M in Q2 2026.
  • 1,142 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.