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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

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

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. 574 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.
  • 574 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.