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
2026 Q2	$22.7K	Buy	10 +1	+11%	+$1.43K	0.01%	173
2026 Q1	$5.72K	Buy	9 +3	+50%	+$1.7K	﹤0.01%	278
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Principia Wealth Advisory's SNDK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Sandisk (SNDK) stake by 11% in Q2 2026, buying an estimated $1.43K and bringing the position to 10 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #173.

Principia Wealth Advisory first reported a position in SNDK in Q1 2025 and has held it in 4 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Principia Wealth Advisory held 10 shares of Sandisk worth $22.7K as of Q2 2026.
Principia Wealth Advisory bought 1 Sandisk share in Q2 2026, an estimated $1.43K.
Sandisk made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #173 holding.
Principia Wealth Advisory first reported a position in Sandisk in Q1 2025 and has held it in 4 quarters since.
1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.