Sun Group Wealth Partners’s Sandisk SNDK Stock Holding History

Sun Group Wealth Partners’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	$769K	Hold	338	–	–	0.52%	39
2026 Q1	$215K	Buy	+338	New	+$191K	0.17%	71

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

Sun Group Wealth Partners's SNDK Position: Q2 2026 in Review

Sun Group Wealth Partners held its Sandisk (SNDK) position steady in Q2 2026 at 338 shares worth $769K. The position accounts for 0.52% of the portfolio, ranked #39.

Sun Group Wealth Partners first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,814 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Sun Group Wealth Partners held 338 shares of Sandisk worth $769K as of Q2 2026.
Sun Group Wealth Partners left its Sandisk share count unchanged in Q2 2026.
Sandisk made up 0.52% of Sun Group Wealth Partners's portfolio in Q2 2026, its #39 holding.
Sun Group Wealth Partners first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
1,814 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.