Moloney Securities Asset Management’s Sanmina SANM Stock Holding History

Moloney Securities 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
2025 Q3	$316K	Sell	2,744 -924	-25%	-$104K	0.04%	355
2025 Q2	$359K	Buy	3,668 +138	+4%	+$11.4K	0.04%	326
2025 Q1	$269K	Buy	+3,530	New	+$287K	0.04%	376
2023 Q3	–	Sell	-15,196	Closed	-$916K	–	452
2023 Q2	$916K	Buy	15,196 +1,546	+11%	+$84.7K	0.16%	150
2023 Q1	$833K	Buy	13,650 +937	+7%	+$56.1K	0.16%	161
2022 Q4	$728K	Sell	12,713 -3,049	-19%	-$180K	0.16%	174
2022 Q3	$726K	Buy	+15,762	New	+$735K	0.18%	152

Other funds holding SANM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moloney Securities Asset Management's SANM Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Sanmina (SANM) stake by 25% in Q3 2025, selling an estimated $104K and leaving 2,744 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #355.

Moloney Securities Asset Management first reported a position in SANM in Q3 2022 and has held it in 7 quarters since. The position peaked at $916K in Q2 2023. 385 funds tracked by Wall St. Rank hold SANM as of Q3 2025.

Moloney Securities Asset Management held 2,744 shares of Sanmina worth $316K as of Q3 2025.
Moloney Securities Asset Management sold 924 Sanmina shares in Q3 2025, an estimated $104K.
Sanmina made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #355 holding.
Moloney Securities Asset Management first reported a position in Sanmina in Q3 2022 and has held it in 7 quarters since.
Moloney Securities Asset Management's Sanmina position peaked at $916K in Q2 2023.
385 funds tracked by Wall St. Rank held Sanmina as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.