Aster Capital Management’s Sanmina SANM Stock Holding History

Aster Capital Management’s Portfolio SANM Stock Details SANM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Buy	6,810 +5,587	+457%	+$1.22M	0.37%	73
2026 Q1	$93.2K	Buy	+1,223	New	+$180K	0.03%	345
2025 Q2	–	Sell	-139	Closed	-$11.4K	–	1510
2025 Q1	$11.4K	Buy	+139	New	+$11.3K	﹤0.01%	1051
2024 Q4	–	Sell	-5,411	Closed	-$370K	–	1474
2024 Q3	$370K	Buy	+5,411	New	+$373K	0.08%	241

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Aster Capital Management's SANM Position: Q2 2026 in Review

Aster Capital Management increased its Sanmina (SANM) stake by 457% in Q2 2026, buying an estimated $1.22M and bringing the position to 6,810 shares worth $1.72M. The position accounts for 0.37% of the portfolio, ranked #73.

Aster Capital Management first reported a position in SANM in Q3 2024 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Aster Capital Management held 6,810 shares of Sanmina worth $1.72M as of Q2 2026.
Aster Capital Management bought 5,587 Sanmina shares in Q2 2026, an estimated $1.22M.
Sanmina made up 0.37% of Aster Capital Management's portfolio in Q2 2026, its #73 holding.
Aster Capital Management first reported a position in Sanmina in Q3 2024 and has held it in 4 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Aster Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.