Waypoint Wealth Counsel’s Sandisk SNDK Stock Holding History

Waypoint Wealth Counsel’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	$605K	Sell	952 -680	-42%	-$384K	0.31%	61
2025 Q4	$387K	Buy	+1,632	New	+$327K	0.14%	140

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

Waypoint Wealth Counsel's SNDK Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Sandisk (SNDK) stake by 42% in Q1 2026, selling an estimated $384K and leaving 952 shares worth $605K. The position accounts for 0.31% of the portfolio, ranked #61.

Waypoint Wealth Counsel first reported a position in SNDK in Q4 2025 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

Waypoint Wealth Counsel held 952 shares of Sandisk worth $605K as of Q1 2026.
Waypoint Wealth Counsel sold 680 Sandisk shares in Q1 2026, an estimated $384K.
Sandisk made up 0.31% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #61 holding.
Waypoint Wealth Counsel first reported a position in Sandisk in Q4 2025 and has held it in 2 quarters since.
1,170 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.