Okabena Investment Services’s SharkNinja SN Stock Holding History

Okabena Investment Services’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 Q1	$1.09M	Buy	10,254 +1,259	+14%	+$147K	0.21%	72
2025 Q4	$1.01M	Sell	8,995 -640	-7%	-$63.1K	0.19%	77
2025 Q3	$994K	Buy	9,635 +1,357	+16%	+$155K	0.19%	81
2025 Q2	$819K	Sell	8,278 -470	-5%	-$40.6K	0.18%	80
2025 Q1	$730K	Buy	8,748 +605	+7%	+$61.6K	0.18%	81
2024 Q4	$793K	Sell	8,143 -3,776	-32%	-$385K	0.22%	74
2024 Q3	$1.3M	Sell	11,919 -1,713	-13%	-$149K	0.37%	56
2024 Q2	$1.02M	Buy	+13,632	New	+$960K	0.33%	63

Other funds holding SN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Okabena Investment Services's SN Position: Q1 2026 in Review

Okabena Investment Services increased its SharkNinja (SN) stake by 14% in Q1 2026, buying an estimated $147K and bringing the position to 10,254 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #72.

Okabena Investment Services first reported a position in SN in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q3 2024. 470 funds tracked by Wall St. Rank hold SN as of Q1 2026.

Okabena Investment Services held 10,254 shares of SharkNinja worth $1.09M as of Q1 2026.
Okabena Investment Services bought 1,259 SharkNinja shares in Q1 2026, an estimated $147K.
SharkNinja made up 0.21% of Okabena Investment Services's portfolio in Q1 2026, its #72 holding.
Okabena Investment Services first reported a position in SharkNinja in Q2 2024 and has held it in 8 quarters since.
Okabena Investment Services's SharkNinja position peaked at $1.3M in Q3 2024.
470 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.