UCFA
SNDK

United Capital Financial Advisors’s Sandisk SNDK Stock Holding History

United Capital Financial 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 		$8.72M Buy
3,836
+557
+17% +$795K 0.05% 275
2026
Q1 		$2.08M Buy
3,279
+1,113
+51% +$629K 0.01% 538
2025
Q4 		$514K Buy
2,166
+118
+6% +$23.6K ﹤0.01% 950
2025
Q3 		$230K Buy
+2,048
New +$120K ﹤0.01% 1107

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

United Capital Financial Advisors's SNDK Position: Q2 2026 in Review

United Capital Financial Advisors increased its Sandisk (SNDK) stake by 17% in Q2 2026, buying an estimated $795K and bringing the position to 3,836 shares worth $8.72M. The position accounts for 0.05% of the portfolio, ranked #275.

United Capital Financial Advisors first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • United Capital Financial Advisors held 3,836 shares of Sandisk worth $8.72M as of Q2 2026.
  • United Capital Financial Advisors bought 557 Sandisk shares in Q2 2026, an estimated $795K.
  • Sandisk made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #275 holding.
  • United Capital Financial Advisors first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.