SWIM
SNDK

Smallwood Wealth Investment Management’s Sandisk SNDK Stock Holding History

Smallwood Wealth Investment 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 		$29.6K Buy
13
+2
+18% +$2.85K 0.01% 238
2026
Q1 		$6.99K Buy
+11
New +$6.21K ﹤0.01% 349

Other funds holding SNDK

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's SNDK Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Sandisk (SNDK) stake by 18% in Q2 2026, buying an estimated $2.85K and bringing the position to 13 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #238.

Smallwood Wealth Investment Management first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 969 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Smallwood Wealth Investment Management held 13 shares of Sandisk worth $29.6K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 2 Sandisk shares in Q2 2026, an estimated $2.85K.
  • Sandisk made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #238 holding.
  • Smallwood Wealth Investment Management first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
  • 969 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.