Wealthspire Advisors (New York)’s Sandisk SNDK Stock Holding History

Wealthspire Advisors (New York)’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	$709K	Sell	312 -77	-20%	-$110K	﹤0.01%	665
2026 Q1	$247K	Sell	389 -538	-58%	-$304K	﹤0.01%	792
2025 Q4	$220K	Buy	927 +672	+264%	+$135K	﹤0.01%	934
2025 Q3	$28.6K	Buy	+255	New	+$14.9K	﹤0.01%	1491

Other funds holding SNDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Wealthspire Advisors (New York)'s SNDK Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Sandisk (SNDK) stake by 20% in Q2 2026, selling an estimated $110K and leaving 312 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Wealthspire Advisors (New York) 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.

Wealthspire Advisors (New York) held 312 shares of Sandisk worth $709K as of Q2 2026.
Wealthspire Advisors (New York) sold 77 Sandisk shares in Q2 2026, an estimated $110K.
Sandisk made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #665 holding.
Wealthspire Advisors (New York) 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.