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Edgestream Partners’s Sanmina SANM Stock Holding History

Edgestream 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 		– Sell
-27,792
Closed -$3.6M – 1110
2026
Q1 		$3.6M Buy
27,792
+10,016
+56% +$1.47M 0.12% 329
2025
Q4 		$2.67M Sell
17,776
-17,850
-50% -$2.63M 0.08% 456
2025
Q3 		$4.1M Buy
+35,626
New +$4.01M 0.12% 323
2025
Q2 		– Sell
-49,700
Closed -$3.79M – 1038
2025
Q1 		$3.79M Buy
+49,700
New +$4.04M 0.13% 310
2024
Q4 		– Sell
-12,804
Closed -$876K – 1054
2024
Q3 		$876K Buy
+12,804
New +$884K 0.04% 597
2023
Q4 		– Sell
-51,584
Closed -$2.8M – 1038
2023
Q3 		$2.8M Buy
51,584
+25,374
+97% +$1.43M 0.22% 112
2023
Q2 		$1.58M Buy
+26,210
New +$1.44M 0.14% 249

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 $3.37T AUM 44.26% 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

Edgestream Partners's SANM Position: Q2 2026 in Review

Edgestream Partners sold out of Sanmina (SANM) in Q2 2026, closing a stake of 27,792 shares — an estimated $3.6M sold.

Edgestream Partners first reported a position in SANM in Q2 2023 and held it in 7 quarters. The position peaked at $4.1M in Q3 2025. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Edgestream Partners reported no remaining Sanmina position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 27,792 Sanmina shares in Q2 2026, an estimated $3.6M.
  • Edgestream Partners first reported a position in Sanmina in Q2 2023 and held it in 7 quarters.
  • Edgestream Partners's Sanmina position peaked at $4.1M in Q3 2025.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.