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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Waverly Advisors's SNDK Position: Q1 2026 in Review

Waverly Advisors reduced its Sandisk (SNDK) stake by 22% in Q1 2026, selling an estimated $394K and leaving 2,464 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #697.

Waverly Advisors first reported a position in SNDK in Q3 2025 and has held it in 3 quarters since. 1,170 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

Waverly Advisors held 2,464 shares of Sandisk worth $1.57M as of Q1 2026.
Waverly Advisors sold 698 Sandisk shares in Q1 2026, an estimated $394K.
Sandisk made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #697 holding.
Waverly Advisors first reported a position in Sandisk in Q3 2025 and has held it in 3 quarters since.
1,170 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.