Cerity Partners
SANM icon

Cerity Partners’s Sanmina SANM Stock Holding History

Cerity Partners’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
Q1 		$387K Sell
2,987
-2,653
-47% -$390K ﹤0.01% 2438
2025
Q4 		$846K Buy
5,640
+3,010
+114% +$444K ﹤0.01% 1802
2025
Q3 		$303K Sell
2,630
-421
-14% -$47.3K ﹤0.01% 2277
2025
Q2 		$298K Buy
+3,051
New +$252K ﹤0.01% 2153
2024
Q4 		– Sell
-4,363
Closed -$299K – 2569
2024
Q3 		$299K Buy
+4,363
New +$301K ﹤0.01% 2068
2024
Q2 		– Sell
-3,682
Closed -$229K – 2385
2024
Q1 		$229K Buy
+3,682
New +$214K ﹤0.01% 2034
2023
Q2 		– Sell
-1,147
Closed -$642K – 1907
2023
Q1 		$642K Buy
+1,147
New +$68.7K ﹤0.01% 1172

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $174M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's SANM Position: Q1 2026 in Review

Cerity Partners reduced its Sanmina (SANM) stake by 47% in Q1 2026, selling an estimated $390K and leaving 2,987 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Cerity Partners first reported a position in SANM in Q1 2023 and has held it in 7 quarters since. The position peaked at $846K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Cerity Partners held 2,987 shares of Sanmina worth $387K as of Q1 2026.
  • Cerity Partners sold 2,653 Sanmina shares in Q1 2026, an estimated $390K.
  • Sanmina made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2438 holding.
  • Cerity Partners first reported a position in Sanmina in Q1 2023 and has held it in 7 quarters since.
  • Cerity Partners's Sanmina position peaked at $846K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.