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Valeo Financial Advisors’s Sandisk SNDK Stock Holding History

Valeo 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
Q3 		$2.35M Buy
1,351
+292
+28% +$457K 0.05% 165
2026
Q2 		$2.41M Buy
1,059
+259
+32% +$370K 0.05% 152
2026
Q1 		$508K Sell
800
-341
-30% -$193K 0.01% 407
2025
Q4 		$271K Buy
+1,141
New +$229K 0.01% 660

Other funds holding SNDK

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Valeo Financial Advisors's SNDK Position: Q3 2026 in Review

Valeo Financial Advisors increased its Sandisk (SNDK) stake by 28% in Q3 2026, buying an estimated $457K and bringing the position to 1,351 shares worth $2.35M. The position accounts for 0.05% of the portfolio, ranked #165.

Valeo Financial Advisors first reported a position in SNDK in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.41M in Q2 2026. 86 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Valeo Financial Advisors held 1,351 shares of Sandisk worth $2.35M as of Q3 2026.
  • Valeo Financial Advisors bought 292 Sandisk shares in Q3 2026, an estimated $457K.
  • Sandisk made up 0.05% of Valeo Financial Advisors's portfolio in Q3 2026, its #165 holding.
  • Valeo Financial Advisors first reported a position in Sandisk in Q4 2025 and has held it in 4 quarters since.
  • Valeo Financial Advisors's Sandisk position peaked at $2.41M in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.