SAG
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SageView Advisory Group’s Sandisk SNDK Stock Holding History

SageView Advisory Group’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 		$1.11M Sell
487
-160
-25% -$228K 0.04% 235
2026
Q1 		$411K Buy
647
+64
+11% +$36.2K 0.02% 395
2025
Q4 		$138K Buy
+583
New +$117K ﹤0.01% 714

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 $3.38T AUM 44.17% 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

SageView Advisory Group's SNDK Position: Q2 2026 in Review

SageView Advisory Group reduced its Sandisk (SNDK) stake by 25% in Q2 2026, selling an estimated $228K and leaving 487 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #235.

SageView Advisory Group first reported a position in SNDK in Q4 2025 and has held it in 3 quarters since. 1,825 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • SageView Advisory Group held 487 shares of Sandisk worth $1.11M as of Q2 2026.
  • SageView Advisory Group sold 160 Sandisk shares in Q2 2026, an estimated $228K.
  • Sandisk made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #235 holding.
  • SageView Advisory Group first reported a position in Sandisk in Q4 2025 and has held it in 3 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.