WPW
SNDK

Waldron Private Wealth’s Sandisk SNDK Stock Holding History

Waldron Private Wealth’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 		$2.4M Sell
1,057
-181
-15% -$258K 0.08% 87
2026
Q1 		$787K Sell
1,238
-240
-16% -$136K 0.03% 170
2025
Q4 		$351K Buy
+1,478
New +$296K 0.01% 246

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

Waldron Private Wealth's SNDK Position: Q2 2026 in Review

Waldron Private Wealth reduced its Sandisk (SNDK) stake by 15% in Q2 2026, selling an estimated $258K and leaving 1,057 shares worth $2.4M. The position accounts for 0.08% of the portfolio, ranked #87.

Waldron Private Wealth first reported a position in SNDK in Q4 2025 and has held it in 3 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Waldron Private Wealth held 1,057 shares of Sandisk worth $2.4M as of Q2 2026.
  • Waldron Private Wealth sold 181 Sandisk shares in Q2 2026, an estimated $258K.
  • Sandisk made up 0.08% of Waldron Private Wealth's portfolio in Q2 2026, its #87 holding.
  • Waldron Private Wealth first reported a position in Sandisk in Q4 2025 and has held it in 3 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.