KNW
SANM icon

Kesler Norman & Wride’s Sanmina SANM Stock Holding History

Kesler Norman & Wride’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 		$2.49M Sell
9,850
-1,198
-11% -$263K 0.39% 67
2026
Q1 		$1.43M Sell
11,048
-73
-0.7% -$10.7K 0.25% 97
2025
Q4 		$1.67M Buy
11,121
+833
+8% +$123K 0.29% 81
2025
Q3 		$779K Sell
10,288
-865
-8% -$97.3K 0.15% 130
2025
Q2 		$1.09M Sell
11,153
-187
-2% -$15.4K 0.19% 113
2025
Q1 		$864K Buy
11,340
+1,052
+10% +$85.5K 0.16% 128
2024
Q4 		$779K Buy
10,288
+3,307
+47% +$247K 0.17% 125
2024
Q3 		$478K Buy
+6,981
New +$482K 0.09% 172

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

Kesler Norman & Wride's SANM Position: Q2 2026 in Review

Kesler Norman & Wride reduced its Sanmina (SANM) stake by 11% in Q2 2026, selling an estimated $263K and leaving 9,850 shares worth $2.49M. The position accounts for 0.39% of the portfolio, ranked #67.

Kesler Norman & Wride first reported a position in SANM in Q3 2024 and has held it in 8 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Kesler Norman & Wride held 9,850 shares of Sanmina worth $2.49M as of Q2 2026.
  • Kesler Norman & Wride sold 1,198 Sanmina shares in Q2 2026, an estimated $263K.
  • Sanmina made up 0.39% of Kesler Norman & Wride's portfolio in Q2 2026, its #67 holding.
  • Kesler Norman & Wride first reported a position in Sanmina in Q3 2024 and has held it in 8 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.