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United Capital Management of KS’s Sanmina SANM Stock Holding History

United Capital Management of KS’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 		$18.7M Sell
73,911
-30,182
-29% -$6.61M 2.45% 14
2026
Q1 		$13.5M Buy
104,093
+2,242
+2% +$329K 2.04% 19
2025
Q4 		$15.3M Buy
101,851
+599
+0.6% +$88.4K 2.14% 12
2025
Q3 		$11.7M Buy
101,252
+91,252
+913% +$10.3M 1.59% 20
2025
Q2 		$978K Buy
+10,000
New +$826K 0.15% 66

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

United Capital Management of KS's SANM Position: Q2 2026 in Review

United Capital Management of KS reduced its Sanmina (SANM) stake by 29% in Q2 2026, selling an estimated $6.61M and leaving 73,911 shares worth $18.7M. The position accounts for 2.45% of the portfolio, ranked #14.

United Capital Management of KS first reported a position in SANM in Q2 2025 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • United Capital Management of KS held 73,911 shares of Sanmina worth $18.7M as of Q2 2026.
  • United Capital Management of KS sold 30,182 Sanmina shares in Q2 2026, an estimated $6.61M.
  • Sanmina made up 2.45% of United Capital Management of KS's portfolio in Q2 2026, its #14 holding.
  • United Capital Management of KS first reported a position in Sanmina in Q2 2025 and has held it in 5 quarters since.
  • 265 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.