MAP
SANM icon

Moody Aldrich Partners’s Sanmina SANM Stock Holding History

Moody Aldrich Partners’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 		$298K Sell
1,176
-45,830
-97% -$10M 0.05% 152
2026
Q1 		$6.09M Buy
47,006
+28,991
+161% +$4.26M 1.1% 22
2025
Q4 		$2.7M Buy
+18,015
New +$2.66M 0.5% 88

Other funds holding SANM

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moody Aldrich Partners's SANM Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Sanmina (SANM) stake by 97% in Q2 2026, selling an estimated $10M and leaving 1,176 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #152.

Moody Aldrich Partners first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.09M in Q1 2026. 58 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Moody Aldrich Partners held 1,176 shares of Sanmina worth $298K as of Q2 2026.
  • Moody Aldrich Partners sold 45,830 Sanmina shares in Q2 2026, an estimated $10M.
  • Sanmina made up 0.05% of Moody Aldrich Partners's portfolio in Q2 2026, its #152 holding.
  • Moody Aldrich Partners first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
  • Moody Aldrich Partners's Sanmina position peaked at $6.09M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.