SOA Wealth Advisors’s Sandisk SNDK Stock Holding History

SOA Wealth Advisors’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	$114K	Sell	50 -2	-4%	-$2.85K	0.02%	271
2026 Q1	$33K	Buy	52 +27	+108%	+$15.3K	0.01%	432
2025 Q4	$5.93K	Buy	+25	New	+$5.01K	﹤0.01%	652

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

SOA Wealth Advisors's SNDK Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Sandisk (SNDK) stake by 3.8% in Q2 2026, selling an estimated $2.85K and leaving 50 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #271.

SOA Wealth Advisors first reported a position in SNDK in Q4 2025 and has held it in 3 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

SOA Wealth Advisors held 50 shares of Sandisk worth $114K as of Q2 2026.
SOA Wealth Advisors sold 2 Sandisk shares in Q2 2026, an estimated $2.85K.
Sandisk made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #271 holding.
SOA Wealth Advisors first reported a position in Sandisk in Q4 2025 and has held it in 3 quarters since.
1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.