Polen Capital Management
SNDK

Polen Capital Management’s Sandisk SNDK Stock Holding History

Polen Capital 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 		$439K Sell
193
-260
-57% -$371K ﹤0.01% 198
2026
Q1 		$288K Sell
453
-1,407
-76% -$795K ﹤0.01% 205
2025
Q4 		$442K Buy
+1,860
New +$373K ﹤0.01% 181

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

Polen Capital Management's SNDK Position: Q2 2026 in Review

Polen Capital Management reduced its Sandisk (SNDK) stake by 57% in Q2 2026, selling an estimated $371K and leaving 193 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Polen Capital Management first reported a position in SNDK in Q4 2025 and has held it in 3 quarters since. The position peaked at $442K in Q4 2025. 1,815 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Polen Capital Management held 193 shares of Sandisk worth $439K as of Q2 2026.
  • Polen Capital Management sold 260 Sandisk shares in Q2 2026, an estimated $371K.
  • Sandisk made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #198 holding.
  • Polen Capital Management first reported a position in Sandisk in Q4 2025 and has held it in 3 quarters since.
  • Polen Capital Management's Sandisk position peaked at $442K in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.