SWGC
SNDK

Summit Wealth Group (Colorado)’s Sandisk SNDK Stock Holding History

Summit Wealth Group (Colorado)’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 		$328K Buy
+144
New +$206K 0.03% 284

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

Summit Wealth Group (Colorado)'s SNDK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Sandisk (SNDK) in Q2 2026: 144 shares worth $328K. The stake represents 0.03% of the portfolio and ranks #284 among its holdings.

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

  • Summit Wealth Group (Colorado) held 144 shares of Sandisk worth $328K as of Q2 2026.
  • Sandisk was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • Sandisk made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #284 holding.
  • 1,809 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.