PWPS
SNDK

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
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

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

Pinnacle Wealth Planning Services's SNDK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Sandisk (SNDK) stake by 49% in Q2 2026, selling an estimated $1.31M and leaving 953 shares worth $2.17M. The position accounts for 0.21% of the portfolio, ranked #65.

Pinnacle Wealth Planning Services first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 953 shares of Sandisk worth $2.17M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 921 Sandisk shares in Q2 2026, an estimated $1.31M.
  • Sandisk made up 0.21% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #65 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.