SWM
SNDK

Sherman Wealth Management’s Sandisk SNDK Stock Holding History

Sherman 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 		$291K Buy
+128
New +$183K 0.22% 69

Other funds holding SNDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
GFM
GF Fund Management Guangzhou, China $8.34B AUM 165.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Sherman Wealth Management opened a new position in Sandisk (SNDK) in Q2 2026: 128 shares worth $291K. The stake represents 0.22% of the portfolio and ranks #69 among its holdings.

1,114 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Sherman Wealth Management held 128 shares of Sandisk worth $291K as of Q2 2026.
  • Sandisk was a new Sherman Wealth Management position in Q2 2026.
  • Sandisk made up 0.22% of Sherman Wealth Management's portfolio in Q2 2026, its #69 holding.
  • 1,114 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.