LVZ Inc
SN icon

LVZ Inc’s SharkNinja SN Stock Holding History

LVZ Inc’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
Q3 		$1.4M Buy
7,754
+404
+5% +$68.2K 0.14% 49
2026
Q2 		$1.12M Sell
7,350
-293
-4% -$35.1K 0.11% 66
2026
Q1 		$809K Buy
7,643
+304
+4% +$35.6K 0.09% 67
2025
Q4 		$821K Buy
7,339
+973
+15% +$95.9K 0.09% 71
2025
Q3 		$657K Buy
6,366
+804
+14% +$91.8K 0.07% 77
2025
Q2 		$551K Buy
5,562
+52
+0.9% +$4.5K 0.07% 80
2025
Q1 		$460K Buy
5,510
+486
+10% +$49.5K 0.06% 83
2024
Q4 		$489K Buy
5,024
+922
+22% +$94.1K 0.06% 80
2024
Q3 		$446K Buy
4,102
+1
+0% +$87 0.06% 79
2024
Q2 		$308K Buy
4,101
+8
+0.2% +$563 0.04% 98
2024
Q1 		$255K Buy
+4,093
New +$217K 0.03% 118

Other funds holding SN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
MRG
Milestone Resources Group Road Town Tortola, British Virgin Islands $1.48B AUM 3.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Blue Grotto Capital
Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

LVZ Inc's SN Position: Q3 2026 in Review

LVZ Inc increased its SharkNinja (SN) stake by 5.5% in Q3 2026, buying an estimated $68.2K and bringing the position to 7,754 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #49.

LVZ Inc first reported a position in SN in Q1 2024 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • LVZ Inc held 7,754 shares of SharkNinja worth $1.4M as of Q3 2026.
  • LVZ Inc bought 404 SharkNinja shares in Q3 2026, an estimated $68.2K.
  • SharkNinja made up 0.14% of LVZ Inc's portfolio in Q3 2026, its #49 holding.
  • LVZ Inc first reported a position in SharkNinja in Q1 2024 and has held it in 11 quarters since.
  • 267 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.