WFAG
SNDK

Worth Financial Advisory Group’s Sandisk SNDK Stock Holding History

Worth 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 		$3.4M Buy
+1,494
New +$2.13M 1.42% 17
2026
Q1 		– Sell
-1,700
Closed -$404K – 200
2025
Q4 		$404K Sell
1,700
-221
-12% -$44.3K 0.2% 119
2025
Q3 		$216K Buy
+1,921
New +$112K 0.12% 142

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

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

Worth Financial Advisory Group opened a new position in Sandisk (SNDK) in Q2 2026: 1,494 shares worth $3.4M. The stake represents 1.42% of the portfolio and ranks #17 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in SNDK as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in SNDK in Q3 2025 and has held it in 3 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Worth Financial Advisory Group held 1,494 shares of Sandisk worth $3.4M as of Q2 2026.
  • Sandisk was a new Worth Financial Advisory Group position in Q2 2026.
  • Sandisk made up 1.42% of Worth Financial Advisory Group's portfolio in Q2 2026, its #17 holding.
  • Worth Financial Advisory Group first reported a position in Sandisk in Q3 2025 and has held it in 3 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.