Whipplewood Advisors’s Sandisk SNDK Stock Holding History

Whipplewood Advisors’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	–	Sell	-1	Closed	-$635	–	1063
2026 Q1	$635	Buy	+1	New	+$565	﹤0.01%	961
2025 Q3	–	Sell	-7	Closed	-$317	–	1207
2025 Q2	$317	Sell	7 -297	-98%	-$11.4K	﹤0.01%	1149
2025 Q1	$333	Buy	+304	New	+$15.1K	﹤0.01%	1164

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's SNDK Position: Q2 2026 in Review

Whipplewood Advisors sold out of Sandisk (SNDK) in Q2 2026, closing a stake of 1 share — an estimated $635 sold.

Whipplewood Advisors first reported a position in SNDK in Q1 2025 and held it in 3 quarters. The position peaked at $635 in Q1 2026. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Whipplewood Advisors reported no remaining Sandisk position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 1 Sandisk share in Q2 2026, an estimated $635.
Whipplewood Advisors first reported a position in Sandisk in Q1 2025 and held it in 3 quarters.
Whipplewood Advisors's Sandisk position peaked at $635 in Q1 2026.
1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.