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 Q2	$1.23M	Sell	8,046 -2,208	-22%	-$264K	0.22%	70
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Okabena Investment Services's SN Position: Q2 2026 in Review

Okabena Investment Services reduced its SharkNinja (SN) stake by 22% in Q2 2026, selling an estimated $264K and leaving 8,046 shares worth $1.23M. The position accounts for 0.22% of the portfolio, ranked #70.

Okabena Investment Services first reported a position in SN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q3 2024. 569 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Okabena Investment Services held 8,046 shares of SharkNinja worth $1.23M as of Q2 2026.
Okabena Investment Services sold 2,208 SharkNinja shares in Q2 2026, an estimated $264K.
SharkNinja made up 0.22% of Okabena Investment Services's portfolio in Q2 2026, its #70 holding.
Okabena Investment Services first reported a position in SharkNinja in Q2 2024 and has held it in 9 quarters since.
Okabena Investment Services's SharkNinja position peaked at $1.3M in Q3 2024.
569 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.