Envestnet Portfolio Solutions
SANM icon

Envestnet Portfolio Solutions’s Sanmina SANM Stock Holding History

Envestnet Portfolio Solutions’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 		$761K Sell
5,867
-992
-14% -$146K ﹤0.01% 736
2025
Q4 		$1.03M Sell
6,859
-1,149
-14% -$170K ﹤0.01% 745
2025
Q3 		$922K Sell
8,008
-1,079
-12% -$121K ﹤0.01% 767
2025
Q2 		$889K Buy
9,087
+5,392
+146% +$445K ﹤0.01% 835
2025
Q1 		$281K Sell
3,695
-1,508
-29% -$122K ﹤0.01% 1321
2024
Q4 		$394K Sell
5,203
-154
-3% -$11.5K ﹤0.01% 1351
2024
Q3 		$367K Sell
5,357
-13
-0.2% -$897 ﹤0.01% 1344
2024
Q2 		$356K Buy
5,370
+75
+1% +$4.8K ﹤0.01% 1283
2024
Q1 		$329K Sell
5,295
-94
-2% -$5.46K ﹤0.01% 1312
2023
Q4 		$277K Sell
5,389
-773
-13% -$39.4K ﹤0.01% 1337
2023
Q3 		$334K Buy
+6,162
New +$347K ﹤0.01% 1171

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

Envestnet Portfolio Solutions's SANM Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Sanmina (SANM) stake by 14% in Q1 2026, selling an estimated $146K and leaving 5,867 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Envestnet Portfolio Solutions first reported a position in SANM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Envestnet Portfolio Solutions held 5,867 shares of Sanmina worth $761K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 992 Sanmina shares in Q1 2026, an estimated $146K.
  • Sanmina made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #736 holding.
  • Envestnet Portfolio Solutions first reported a position in Sanmina in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Sanmina position peaked at $1.03M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.