Fisher Asset Management
SANM icon

Fisher Asset Management’s Sanmina SANM Stock Holding History

Fisher Asset Management’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 		$194M Sell
767,697
-66,148
-8% -$14.5M 0.06% 133
2026
Q1 		$108M Buy
833,845
+183,672
+28% +$27M 0.04% 160
2025
Q4 		$97.6M Buy
650,173
+483,312
+290% +$71.3M 0.03% 172
2025
Q3 		$19.2M Buy
+166,861
New +$18.8M 0.01% 330

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fisher Asset Management's SANM Position: Q2 2026 in Review

Fisher Asset Management reduced its Sanmina (SANM) stake by 7.9% in Q2 2026, selling an estimated $14.5M and leaving 767,697 shares worth $194M. The position accounts for 0.06% of the portfolio, ranked #133.

Fisher Asset Management first reported a position in SANM in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Fisher Asset Management held 767,697 shares of Sanmina worth $194M as of Q2 2026.
  • Fisher Asset Management sold 66,148 Sanmina shares in Q2 2026, an estimated $14.5M.
  • Sanmina made up 0.06% of Fisher Asset Management's portfolio in Q2 2026, its #133 holding.
  • Fisher Asset Management first reported a position in Sanmina in Q3 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.