Renaissance Group’s Sanmina SANM Stock Holding History

Renaissance Group’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	$12.5M	Sell	49,282 -9,839	-17%	-$2.16M	0.51%	57
2026 Q1	$7.66M	Buy	+59,121	New	+$8.69M	0.32%	96

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Renaissance Group's SANM Position: Q2 2026 in Review

Renaissance Group reduced its Sanmina (SANM) stake by 17% in Q2 2026, selling an estimated $2.16M and leaving 49,282 shares worth $12.5M. The position accounts for 0.51% of the portfolio, ranked #57.

Renaissance Group first reported a position in SANM in Q1 2026 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Renaissance Group held 49,282 shares of Sanmina worth $12.5M as of Q2 2026.
Renaissance Group sold 9,839 Sanmina shares in Q2 2026, an estimated $2.16M.
Sanmina made up 0.51% of Renaissance Group's portfolio in Q2 2026, its #57 holding.
Renaissance Group first reported a position in Sanmina in Q1 2026 and has held it in 2 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.