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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baillie Gifford & Co
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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

Optimize Financial's SN Position: Q1 2026 in Review

Optimize Financial increased its SharkNinja (SN) stake by 10% in Q1 2026, buying an estimated $63.1K and bringing the position to 5,716 shares worth $605K. The position accounts for 0.3% of the portfolio, ranked #68.

Optimize Financial first reported a position in SN in Q3 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Optimize Financial held 5,716 shares of SharkNinja worth $605K as of Q1 2026.
  • Optimize Financial bought 539 SharkNinja shares in Q1 2026, an estimated $63.1K.
  • SharkNinja made up 0.3% of Optimize Financial's portfolio in Q1 2026, its #68 holding.
  • Optimize Financial first reported a position in SharkNinja in Q3 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.