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 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

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

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 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

CRB

Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

LVZ Inc's SN Position: Q2 2026 in Review

LVZ Inc reduced its SharkNinja (SN) stake by 3.8% in Q2 2026, selling an estimated $35.1K and leaving 7,350 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #66.

LVZ Inc first reported a position in SN in Q1 2024 and has held it in 10 quarters since. 112 funds tracked by Wall St. Rank hold SN as of Q2 2026.

LVZ Inc held 7,350 shares of SharkNinja worth $1.12M as of Q2 2026.
LVZ Inc sold 293 SharkNinja shares in Q2 2026, an estimated $35.1K.
SharkNinja made up 0.11% of LVZ Inc's portfolio in Q2 2026, its #66 holding.
LVZ Inc first reported a position in SharkNinja in Q1 2024 and has held it in 10 quarters since.
112 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.