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
Q2 		$939K Buy
3,710
+723
+24% +$158K ﹤0.01% 2042
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

Cerity Partners's SANM Position: Q2 2026 in Review

Cerity Partners increased its Sanmina (SANM) stake by 24% in Q2 2026, buying an estimated $158K and bringing the position to 3,710 shares worth $939K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Cerity Partners first reported a position in SANM in Q1 2023 and has held it in 8 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Cerity Partners held 3,710 shares of Sanmina worth $939K as of Q2 2026.
  • Cerity Partners bought 723 Sanmina shares in Q2 2026, an estimated $158K.
  • Sanmina made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2042 holding.
  • Cerity Partners first reported a position in Sanmina in Q1 2023 and has held it in 8 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.