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Vaughan Nelson Investment Management’s Sanmina SANM Stock Holding History

Vaughan Nelson Investment 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 		$138M Sell
546,725
-215,640
-28% -$47.3M 1.22% 14
2026
Q1 		$98.8M Buy
762,365
+278,465
+58% +$40.9M 0.99% 28
2025
Q4 		$72.6M Sell
483,900
-54,250
-10% -$8.01M 0.71% 49
2025
Q3 		$61.9M Buy
+538,150
New +$60.5M 0.56% 67

Other funds holding SANM

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Vaughan Nelson Investment Management's SANM Position: Q2 2026 in Review

Vaughan Nelson Investment Management reduced its Sanmina (SANM) stake by 28% in Q2 2026, selling an estimated $47.3M and leaving 546,725 shares worth $138M. The position accounts for 1.22% of the portfolio, ranked #14.

Vaughan Nelson Investment Management first reported a position in SANM in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Vaughan Nelson Investment Management held 546,725 shares of Sanmina worth $138M as of Q2 2026.
  • Vaughan Nelson Investment Management sold 215,640 Sanmina shares in Q2 2026, an estimated $47.3M.
  • Sanmina made up 1.22% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #14 holding.
  • Vaughan Nelson Investment Management first reported a position in Sanmina in Q3 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.