SWASL
SNDK

Spartan Wealth Advisory Services LLC’s Sandisk SNDK Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$8.86M Sell
3,897
-52,192
-93% -$74.5M 0.73% 36
2026
Q1 		$35.6M Buy
+56,089
New +$31.7M 3.11% 7

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

Spartan Wealth Advisory Services LLC's SNDK Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Sandisk (SNDK) stake by 93% in Q2 2026, selling an estimated $74.5M and leaving 3,897 shares worth $8.86M. The position accounts for 0.73% of the portfolio, ranked #36.

Spartan Wealth Advisory Services LLC first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. The position peaked at $35.6M in Q1 2026. 1,795 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 3,897 shares of Sandisk worth $8.86M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 52,192 Sandisk shares in Q2 2026, an estimated $74.5M.
  • Sandisk made up 0.73% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #36 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Sandisk position peaked at $35.6M in Q1 2026.
  • 1,795 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.