SWM
SNDK

Shakespeare Wealth Management’s Sandisk SNDK Stock Holding History

Shakespeare Wealth Management’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 		$209K Buy
+92
New +$131K 0.06% 78

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

Shakespeare Wealth Management's SNDK Position: Q2 2026 in Review

Shakespeare Wealth Management opened a new position in Sandisk (SNDK) in Q2 2026: 92 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #78 among its holdings.

1,809 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Shakespeare Wealth Management held 92 shares of Sandisk worth $209K as of Q2 2026.
  • Sandisk was a new Shakespeare Wealth Management position in Q2 2026.
  • Sandisk made up 0.06% of Shakespeare Wealth Management's portfolio in Q2 2026, its #78 holding.
  • 1,809 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.