AIM
SANM icon

Ausbil Investment Management’s Sanmina SANM Stock Holding History

Ausbil Investment 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 		$1.89M Sell
7,654
-2,738
-26% -$600K 0.85% 36
2026
Q1 		$1.35M Buy
10,392
+2,478
+31% +$364K 0.67% 35
2025
Q4 		$1.19M Buy
+7,914
New +$1.17M 0.68% 41

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return

Ausbil Investment Management's SANM Position: Q2 2026 in Review

Ausbil Investment Management reduced its Sanmina (SANM) stake by 26% in Q2 2026, selling an estimated $600K and leaving 7,654 shares worth $1.89M. The position accounts for 0.85% of the portfolio, ranked #36.

Ausbil Investment Management first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Ausbil Investment Management held 7,654 shares of Sanmina worth $1.89M as of Q2 2026.
  • Ausbil Investment Management sold 2,738 Sanmina shares in Q2 2026, an estimated $600K.
  • Sanmina made up 0.85% of Ausbil Investment Management's portfolio in Q2 2026, its #36 holding.
  • Ausbil Investment Management first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Ausbil Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.