Aigen Investment Management’s National Beverage FIZZ Stock Holding History

Aigen Investment Management’s Portfolio FIZZ Stock Details FIZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,157	Closed	-$227K	–	727
2025 Q3	$227K	Buy	+6,157	New	+$266K	0.04%	633
2021 Q2	–	Sell	-6,689	Closed	-$327K	–	563
2021 Q1	$327K	Buy	+6,689	New	+$348K	0.04%	390
2020 Q3	–	Sell	-54,936	Closed	-$1.68M	–	932
2020 Q2	$1.68M	Sell	54,936 -7,420	-12%	-$200K	0.22%	127
2020 Q1	$1.33M	Buy	62,356 +22,218	+55%	+$486K	0.18%	155
2019 Q4	$1.02M	Buy	+40,138	New	+$964K	0.17%	176

Other funds holding FIZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Aigen Investment Management's FIZZ Position: Q4 2025 in Review

Aigen Investment Management sold out of National Beverage (FIZZ) in Q4 2025, closing a stake of 6,157 shares — an estimated $227K sold.

Aigen Investment Management first reported a position in FIZZ in Q4 2019 and held it in 5 quarters. The position peaked at $1.68M in Q2 2020. 230 funds tracked by Wall St. Rank hold FIZZ as of Q4 2025.

Aigen Investment Management reported no remaining National Beverage position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 6,157 National Beverage shares in Q4 2025, an estimated $227K.
Aigen Investment Management first reported a position in National Beverage in Q4 2019 and held it in 5 quarters.
Aigen Investment Management's National Beverage position peaked at $1.68M in Q2 2020.
230 funds tracked by Wall St. Rank held National Beverage as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.