WFAG
SNDK

Wescott Financial Advisory Group’s Sandisk SNDK Stock Holding History

Wescott Financial Advisory Group’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 		$227K Buy
+100
New +$143K 0.02% 186

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

Wescott Financial Advisory Group's SNDK Position: Q2 2026 in Review

Wescott Financial Advisory Group opened a new position in Sandisk (SNDK) in Q2 2026: 100 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings.

1,809 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Wescott Financial Advisory Group held 100 shares of Sandisk worth $227K as of Q2 2026.
  • Sandisk was a new Wescott Financial Advisory Group position in Q2 2026.
  • Sandisk made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #186 holding.
  • 1,809 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.