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Ritholtz Wealth Management’s Sanmina SANM Stock Holding History

Ritholtz Wealth 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
2026
Q2 		$4.62M Sell
18,257
-512
-3% -$112K 0.07% 204
2026
Q1 		$2.43M Sell
18,769
-1,254
-6% -$184K 0.04% 328
2025
Q4 		$3M Buy
20,023
+3,054
+18% +$451K 0.05% 253
2025
Q3 		$1.95M Buy
16,969
+5,847
+53% +$657K 0.04% 337
2025
Q2 		$1.09M Buy
11,122
+2,179
+24% +$180K 0.02% 433
2025
Q1 		$681K Sell
8,943
-4
-0% -$325 0.02% 501
2024
Q4 		$677K Sell
8,947
-203
-2% -$15.1K 0.02% 477
2024
Q3 		$626K Buy
9,150
+323
+4% +$22.3K 0.02% 500
2024
Q2 		$585K Sell
8,827
-188
-2% -$12K 0.02% 473
2024
Q1 		$561K Sell
9,015
-459
-5% -$26.7K 0.02% 498
2023
Q4 		$487K Sell
9,474
-2,273
-19% -$116K 0.02% 496
2023
Q3 		$638K Sell
11,747
-1,559
-12% -$87.7K 0.03% 398
2023
Q2 		$802K Sell
13,306
-5,227
-28% -$287K 0.04% 331
2023
Q1 		$1.13M Buy
18,533
+1,251
+7% +$74.9K 0.06% 230
2022
Q4 		$990K Buy
17,282
+3,479
+25% +$206K 0.06% 234
2022
Q3 		$636K Buy
13,803
+7,490
+119% +$349K 0.03% 336
2022
Q2 		$257K Buy
+6,313
New +$261K 0.02% 443

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

Ritholtz Wealth Management's SANM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Sanmina (SANM) stake by 2.7% in Q2 2026, selling an estimated $112K and leaving 18,257 shares worth $4.62M. The position accounts for 0.07% of the portfolio, ranked #204.

Ritholtz Wealth Management first reported a position in SANM in Q2 2022 and has held it in 17 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Ritholtz Wealth Management held 18,257 shares of Sanmina worth $4.62M as of Q2 2026.
  • Ritholtz Wealth Management sold 512 Sanmina shares in Q2 2026, an estimated $112K.
  • Sanmina made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Ritholtz Wealth Management first reported a position in Sanmina in Q2 2022 and has held it in 17 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.