United Financial Planning Group’s Sandisk SNDK Stock Holding History

United Financial Planning Group’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	$132K	Hold	58	–	–	0.07%	67
2026 Q1	$36.9K	Buy	+58	New	+$32.8K	0.02%	100

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 $3.38T AUM 44.17% 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

United Financial Planning Group's SNDK Position: Q2 2026 in Review

United Financial Planning Group held its Sandisk (SNDK) position steady in Q2 2026 at 58 shares worth $132K. The position accounts for 0.07% of the portfolio, ranked #67.

United Financial Planning Group first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,825 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

United Financial Planning Group held 58 shares of Sandisk worth $132K as of Q2 2026.
United Financial Planning Group left its Sandisk share count unchanged in Q2 2026.
Sandisk made up 0.07% of United Financial Planning Group's portfolio in Q2 2026, its #67 holding.
United Financial Planning Group first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
1,825 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.