RYIA
SNDK

Roehl & Yi Investment Advisors’s Sandisk SNDK Stock Holding History

Roehl & Yi Investment Advisors’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 		$3.55M Sell
1,560
-1,299
-45% -$1.85M 1.17% 23
2026
Q1 		$1.82M Buy
+2,859
New +$1.61M 0.68% 33

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

Roehl & Yi Investment Advisors's SNDK Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Sandisk (SNDK) stake by 45% in Q2 2026, selling an estimated $1.85M and leaving 1,560 shares worth $3.55M. The position accounts for 1.17% of the portfolio, ranked #23.

Roehl & Yi Investment Advisors first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,814 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,560 shares of Sandisk worth $3.55M as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 1,299 Sandisk shares in Q2 2026, an estimated $1.85M.
  • Sandisk made up 1.17% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Roehl & Yi Investment Advisors first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
  • 1,814 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.