Whelan Financial
SNDK icon

Whelan Financial’s Sandisk SNDK Stock Holding History

Whelan Financial’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 		$487K Buy
280
+16
+6% +$25K 0.13% 59
2026
Q2 		$600K Buy
+264
New +$377K 0.16% 49

Other funds holding SNDK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Whelan Financial's SNDK Position: Q3 2026 in Review

Whelan Financial increased its Sandisk (SNDK) stake by 6.1% in Q3 2026, buying an estimated $25K and bringing the position to 280 shares worth $487K. The position accounts for 0.13% of the portfolio, ranked #59.

Whelan Financial first reported a position in SNDK in Q2 2026 and has held it in 2 quarters since. The position peaked at $600K in Q2 2026. 1,538 funds tracked by Wall St. Rank hold SNDK as of Q3 2026.

  • Whelan Financial held 280 shares of Sandisk worth $487K as of Q3 2026.
  • Whelan Financial bought 16 Sandisk shares in Q3 2026, an estimated $25K.
  • Sandisk made up 0.13% of Whelan Financial's portfolio in Q3 2026, its #59 holding.
  • Whelan Financial first reported a position in Sandisk in Q2 2026 and has held it in 2 quarters since.
  • Whelan Financial's Sandisk position peaked at $600K in Q2 2026.
  • 1,538 funds tracked by Wall St. Rank held Sandisk as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.