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Whalen Wealth Management’s Sandisk SNDK Stock Holding History

Whalen Wealth Management’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
Q3 		$924K Buy
531
+28
+6% +$43.8K 0.39% 71
2026
Q2 		$1.14M Buy
+503
New +$718K 0.51% 61

Other funds holding SNDK

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Whalen Wealth Management's SNDK Position: Q3 2026 in Review

Whalen Wealth Management increased its Sandisk (SNDK) stake by 5.6% in Q3 2026, buying an estimated $43.8K and bringing the position to 531 shares worth $924K. The position accounts for 0.39% of the portfolio, ranked #71.

Whalen Wealth Management first reported a position in SNDK in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.14M in Q2 2026. 95 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Whalen Wealth Management held 531 shares of Sandisk worth $924K as of Q3 2026.
  • Whalen Wealth Management bought 28 Sandisk shares in Q3 2026, an estimated $43.8K.
  • Sandisk made up 0.39% of Whalen Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Whalen Wealth Management first reported a position in Sandisk in Q2 2026 and has held it in 2 quarters since.
  • Whalen Wealth Management's Sandisk position peaked at $1.14M in Q2 2026.
  • 95 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.