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EP Wealth Advisors’s Sanmina SANM Stock Holding History

EP Wealth 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 		– Sell
-3,681
Closed -$477K – 1857
2026
Q1 		$477K Sell
3,681
-242
-6% -$35.6K ﹤0.01% 916
2025
Q4 		$589K Buy
+3,923
New +$579K ﹤0.01% 811
2025
Q2 		$386K Buy
3,950
+267
+7% +$22.1K ﹤0.01% 896
2025
Q1 		$281K Buy
3,683
+383
+12% +$31.1K ﹤0.01% 947
2024
Q4 		$250K Buy
+3,300
New +$246K ﹤0.01% 953

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

EP Wealth Advisors's SANM Position: Q2 2026 in Review

EP Wealth Advisors sold out of Sanmina (SANM) in Q2 2026, closing a stake of 3,681 shares — an estimated $477K sold.

EP Wealth Advisors first reported a position in SANM in Q4 2024 and held it in 5 quarters. The position peaked at $589K in Q4 2025. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • EP Wealth Advisors reported no remaining Sanmina position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,681 Sanmina shares in Q2 2026, an estimated $477K.
  • EP Wealth Advisors first reported a position in Sanmina in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Sanmina position peaked at $589K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.