Medina Value Partners’s Sensata Technologies ST Stock Holding History

Medina Value Partners’s Portfolio ST Stock Details ST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.3M	Sell	509,927 -84,322	-14%	-$3.81M	4.77%	8
2026 Q1	$20.9M	Buy	594,249 +481,509	+427%	+$17M	4.38%	7
2025 Q4	$3.75M	Buy	+112,740	New	+$3.61M	0.88%	24

Other funds holding ST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Medina Value Partners's ST Position: Q2 2026 in Review

Medina Value Partners reduced its Sensata Technologies (ST) stake by 14% in Q2 2026, selling an estimated $3.81M and leaving 509,927 shares worth $24.3M. The position accounts for 4.77% of the portfolio, ranked #8.

Medina Value Partners first reported a position in ST in Q4 2025 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold ST as of Q2 2026.

Medina Value Partners held 509,927 shares of Sensata Technologies worth $24.3M as of Q2 2026.
Medina Value Partners sold 84,322 Sensata Technologies shares in Q2 2026, an estimated $3.81M.
Sensata Technologies made up 4.77% of Medina Value Partners's portfolio in Q2 2026, its #8 holding.
Medina Value Partners first reported a position in Sensata Technologies in Q4 2025 and has held it in 3 quarters since.
466 funds tracked by Wall St. Rank held Sensata Technologies as of Q2 2026.

Based on Medina Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.