VC
SANM icon

VarCov Co’s Sanmina SANM Stock Holding History

VarCov Co’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 		– Sell
-11,732
Closed -$1.52M – 526
2026
Q1 		$1.52M Buy
+11,732
New +$1.72M 0.57% 33

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

VarCov Co's SANM Position: Q2 2026 in Review

VarCov Co sold out of Sanmina (SANM) in Q2 2026, closing a stake of 11,732 shares — an estimated $1.52M sold.

VarCov Co first reported a position in SANM in Q1 2026 and held it in 1 quarter. The position peaked at $1.52M in Q1 2026. 570 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • VarCov Co reported no remaining Sanmina position as of Q2 2026 after selling out during the quarter.
  • VarCov Co sold 11,732 Sanmina shares in Q2 2026, an estimated $1.52M.
  • VarCov Co first reported a position in Sanmina in Q1 2026 and held it in 1 quarter.
  • VarCov Co's Sanmina position peaked at $1.52M in Q1 2026.
  • 570 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.