Smartleaf Asset Management’s National Beverage FIZZ Stock Holding History

Smartleaf Asset Management’s Portfolio FIZZ Stock Details FIZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4K	Hold	126	–	–	﹤0.01%	2754
2026 Q1	$4.26K	Sell	126 -71	-36%	-$2.46K	﹤0.01%	2728
2025 Q4	$6.34K	Buy	197 +10	+5%	+$344	﹤0.01%	2601
2025 Q3	$6.89K	Buy	187 +26	+16%	+$1.13K	﹤0.01%	2261
2025 Q2	$6.82K	Sell	161 -217	-57%	-$9.55K	﹤0.01%	1948
2025 Q1	$15.8K	Sell	378 -85	-18%	-$3.5K	﹤0.01%	1731
2024 Q4	$19.7K	Buy	463 +386	+501%	+$18K	﹤0.01%	1651
2024 Q3	$3.59K	Sell	77 -21	-21%	-$997	﹤0.01%	2264
2024 Q2	$4.97K	Buy	+98	New	+$4.58K	﹤0.01%	1809

Other funds holding FIZZ

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Smartleaf Asset Management's FIZZ Position: Q2 2026 in Review

Smartleaf Asset Management held its National Beverage (FIZZ) position steady in Q2 2026 at 126 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2754.

Smartleaf Asset Management first reported a position in FIZZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.7K in Q4 2024. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

Smartleaf Asset Management held 126 shares of National Beverage worth $4K as of Q2 2026.
Smartleaf Asset Management left its National Beverage share count unchanged in Q2 2026.
National Beverage made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2754 holding.
Smartleaf Asset Management first reported a position in National Beverage in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's National Beverage position peaked at $19.7K in Q4 2024.
258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.