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Concurrent Investment Advisors’s SharkNinja SN Stock Holding History

Concurrent Investment Advisors’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
6,809
+835
+14% +$100K 0.01% 990
2026
Q1 		$633K Sell
5,974
-1,822
-23% -$213K 0.01% 1100
2025
Q4 		$872K Buy
7,796
+4,542
+140% +$448K 0.01% 895
2025
Q3 		$336K Buy
+3,254
New +$372K 0.01% 1104

Other funds holding SN

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Concurrent Investment Advisors's SN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its SharkNinja (SN) stake by 14% in Q2 2026, buying an estimated $100K and bringing the position to 6,809 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #990.

Concurrent Investment Advisors first reported a position in SN in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Concurrent Investment Advisors held 6,809 shares of SharkNinja worth $1.04M as of Q2 2026.
  • Concurrent Investment Advisors bought 835 SharkNinja shares in Q2 2026, an estimated $100K.
  • SharkNinja made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #990 holding.
  • Concurrent Investment Advisors first reported a position in SharkNinja in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.