Root Financial Partners’s Sandisk SNDK Stock Holding History

Root Financial Partners’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	$632K	Buy	278 +63	+29%	+$89.9K	0.02%	165
2026 Q1	$137K	Buy	215 +101	+89%	+$57.1K	0.01%	442
2025 Q4	$27.1K	Sell	114 -5	-4%	-$1K	﹤0.01%	1011
2025 Q3	$13.4K	Buy	+119	New	+$6.95K	﹤0.01%	1316

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

Root Financial Partners's SNDK Position: Q2 2026 in Review

Root Financial Partners increased its Sandisk (SNDK) stake by 29% in Q2 2026, buying an estimated $89.9K and bringing the position to 278 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #165.

Root Financial Partners first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 1,823 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Root Financial Partners held 278 shares of Sandisk worth $632K as of Q2 2026.
Root Financial Partners bought 63 Sandisk shares in Q2 2026, an estimated $89.9K.
Sandisk made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #165 holding.
Root Financial Partners first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
1,823 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.