Ellsworth Advisors’s Sanmina SANM Stock Holding History

Ellsworth Advisors’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	$6.75M	Sell	32,539 -5,951	-15%	-$1.3M	1.11%	37
2026 Q1	$4.99M	Buy	38,490 +1,119	+3%	+$164K	0.94%	42
2025 Q4	$6.52M	Buy	+37,371	New	+$5.52M	1.29%	24

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

Ellsworth Advisors's SANM Position: Q2 2026 in Review

Ellsworth Advisors reduced its Sanmina (SANM) stake by 15% in Q2 2026, selling an estimated $1.3M and leaving 32,539 shares worth $6.75M. The position accounts for 1.11% of the portfolio, ranked #37.

Ellsworth Advisors first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Ellsworth Advisors held 32,539 shares of Sanmina worth $6.75M as of Q2 2026.
Ellsworth Advisors sold 5,951 Sanmina shares in Q2 2026, an estimated $1.3M.
Sanmina made up 1.11% of Ellsworth Advisors's portfolio in Q2 2026, its #37 holding.
Ellsworth Advisors first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.