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LRI Investments’s SharkNinja SN Stock Holding History

LRI Investments’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 		$86.8K Buy
570
+526
+1,195% +$63K 0.01% 468
2026
Q1 		$4.66K Buy
+44
New +$5.15K ﹤0.01% 1108

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

LRI Investments's SN Position: Q2 2026 in Review

LRI Investments increased its SharkNinja (SN) stake by 1,195% in Q2 2026, buying an estimated $63K and bringing the position to 570 shares worth $86.8K. The position accounts for 0.01% of the portfolio, ranked #468.

LRI Investments first reported a position in SN in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • LRI Investments held 570 shares of SharkNinja worth $86.8K as of Q2 2026.
  • LRI Investments bought 526 SharkNinja shares in Q2 2026, an estimated $63K.
  • SharkNinja made up 0.01% of LRI Investments's portfolio in Q2 2026, its #468 holding.
  • LRI Investments first reported a position in SharkNinja in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.