Optimize Financial’s SharkNinja SN Stock Holding History

Optimize Financial’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	$867K	Sell	5,697 -19	-0.3%	-$2.28K	0.31%	37
2026 Q1	$605K	Buy	5,716 +539	+10%	+$63.1K	0.3%	68
2025 Q4	$579K	Buy	5,177 +72	+1%	+$7.1K	0.29%	90
2025 Q3	$527K	Buy	+5,105	New	+$583K	0.27%	105

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 $3.37T AUM 44.26% 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

Optimize Financial's SN Position: Q2 2026 in Review

Optimize Financial reduced its SharkNinja (SN) stake by 0.33% in Q2 2026, selling an estimated $2.28K and leaving 5,697 shares worth $867K. The position accounts for 0.31% of the portfolio, ranked #37.

Optimize Financial first reported a position in SN in Q3 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Optimize Financial held 5,697 shares of SharkNinja worth $867K as of Q2 2026.
Optimize Financial sold 19 SharkNinja shares in Q2 2026, an estimated $2.28K.
SharkNinja made up 0.31% of Optimize Financial's portfolio in Q2 2026, its #37 holding.
Optimize Financial first reported a position in SharkNinja in Q3 2025 and has held it in 4 quarters since.
566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.