Jennison Associates
SANM icon

Jennison Associates’s Sanmina SANM Stock Holding History

Jennison Associates’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 		$1.85M Sell
7,305
-3,144
-30% -$689K ﹤0.01% 457
2026
Q1 		$1.35M Sell
10,449
-238
-2% -$35K ﹤0.01% 469
2025
Q4 		$1.6M Sell
10,687
-213
-2% -$31.4K ﹤0.01% 463
2025
Q3 		$1.25M Sell
10,900
-1,875
-15% -$211K ﹤0.01% 452
2025
Q2 		$1.25M Sell
12,775
-8,686
-40% -$718K ﹤0.01% 469
2025
Q1 		$1.63M Sell
21,461
-5,096
-19% -$414K ﹤0.01% 450
2024
Q4 		$2.01M Sell
26,557
-340
-1% -$25.4K ﹤0.01% 446
2024
Q3 		$1.84M Sell
26,897
-780
-3% -$53.8K ﹤0.01% 442
2024
Q2 		$1.83M Sell
27,677
-5,451
-16% -$349K ﹤0.01% 449
2024
Q1 		$2.06M Buy
33,128
+7,920
+31% +$460K ﹤0.01% 461
2023
Q4 		$1.29M Sell
25,208
-2,174
-8% -$111K ﹤0.01% 474
2023
Q3 		$1.49M Buy
27,382
+337
+1% +$19K ﹤0.01% 449
2023
Q2 		$1.63M Sell
27,045
-558
-2% -$30.6K ﹤0.01% 452
2023
Q1 		$1.68M Sell
27,603
-1,051
-4% -$63K ﹤0.01% 461
2022
Q4 		$1.64M Sell
28,654
-7,822
-21% -$463K ﹤0.01% 452
2022
Q3 		$1.68M Sell
36,476
-8,712
-19% -$406K ﹤0.01% 465
2022
Q2 		$1.84M Sell
45,188
-10,942
-19% -$452K ﹤0.01% 465
2022
Q1 		$2.27M Sell
56,130
-3,157
-5% -$126K ﹤0.01% 482
2021
Q4 		$2.46M Buy
59,287
+12,199
+26% +$480K ﹤0.01% 517
2021
Q3 		$1.81M Buy
+47,088
New +$1.81M ﹤0.01% 547

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Jennison Associates's SANM Position: Q2 2026 in Review

Jennison Associates reduced its Sanmina (SANM) stake by 30% in Q2 2026, selling an estimated $689K and leaving 7,305 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Jennison Associates first reported a position in SANM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.46M in Q4 2021. 256 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Jennison Associates held 7,305 shares of Sanmina worth $1.85M as of Q2 2026.
  • Jennison Associates sold 3,144 Sanmina shares in Q2 2026, an estimated $689K.
  • Sanmina made up ﹤0.01% of Jennison Associates's portfolio in Q2 2026, its #457 holding.
  • Jennison Associates first reported a position in Sanmina in Q3 2021 and has held it in 20 quarters since.
  • Jennison Associates's Sanmina position peaked at $2.46M in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.