PWA
SNDK

Principia Wealth Advisory’s Sandisk SNDK Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$1.42K Buy
+6
New +$1.2K ﹤0.01% 562
2025
Q2 		– Sell
-3
Closed -$110 – 1024
2025
Q1 		$110 Buy
+3
New +$149 ﹤0.01% 805

Other funds holding SNDK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principia Wealth Advisory's SNDK Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Sandisk (SNDK) in Q4 2025: 6 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in SNDK as recently as Q1 2025.

Principia Wealth Advisory first reported a position in SNDK in Q1 2025 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold SNDK as of Q4 2025.

  • Principia Wealth Advisory held 6 shares of Sandisk worth $1.42K as of Q4 2025.
  • Sandisk was a new Principia Wealth Advisory position in Q4 2025.
  • Sandisk made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #562 holding.
  • Principia Wealth Advisory first reported a position in Sandisk in Q1 2025 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held Sandisk as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.