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Waverly Advisors’s Sandisk SNDK Stock Holding History

Waverly 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 		$4.02M Sell
1,768
-696
-28% -$994K 0.02% 503
2026
Q1 		$1.57M Sell
2,464
-698
-22% -$394K 0.01% 697
2025
Q4 		$751K Buy
3,162
+806
+34% +$161K 0.01% 857
2025
Q3 		$264K Buy
+2,356
New +$138K ﹤0.01% 1090

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 $3.38T AUM 44.17% 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

Waverly Advisors's SNDK Position: Q2 2026 in Review

Waverly Advisors reduced its Sandisk (SNDK) stake by 28% in Q2 2026, selling an estimated $994K and leaving 1,768 shares worth $4.02M. The position accounts for 0.02% of the portfolio, ranked #503.

Waverly Advisors first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 1,825 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Waverly Advisors held 1,768 shares of Sandisk worth $4.02M as of Q2 2026.
  • Waverly Advisors sold 696 Sandisk shares in Q2 2026, an estimated $994K.
  • Sandisk made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #503 holding.
  • Waverly Advisors first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.