Activest Wealth Management’s SharkNinja SN Stock Holding History

Activest Wealth Management’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	$152	Sell	1 -8	-89%	-$958	﹤0.01%	1201
2026 Q1	$902	Buy	+9	New	+$1.05K	﹤0.01%	1031
2025 Q3	–	Hold	0	–	–	–	1095
2025 Q2	–	Hold	0	–	–	–	1001
2025 Q1	–	Hold	0	–	–	–	1004
2024 Q4	–	Hold	0	–	–	–	781
2024 Q3	–	Hold	0	–	–	–	537

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

Activest Wealth Management's SN Position: Q2 2026 in Review

Activest Wealth Management reduced its SharkNinja (SN) stake by 89% in Q2 2026, selling an estimated $958 and leaving 1 share worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Activest Wealth Management first reported a position in SN in Q1 2026 and has held it in 2 quarters since. The position peaked at $902 in Q1 2026. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Activest Wealth Management held 1 share of SharkNinja worth $152 as of Q2 2026.
Activest Wealth Management sold 8 SharkNinja shares in Q2 2026, an estimated $958.
SharkNinja made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1201 holding.
Activest Wealth Management first reported a position in SharkNinja in Q1 2026 and has held it in 2 quarters since.
Activest Wealth Management's SharkNinja position peaked at $902 in Q1 2026.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.