AssetMark Inc’s SharkNinja SN Stock Holding History

AssetMark Inc’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 Q3	$2.33M	Buy	12,920 +1,517	+13%	+$256K	﹤0.01%	914
2026 Q2	$1.74M	Buy	11,403 +3,490	+44%	+$418K	﹤0.01%	984
2026 Q1	$838K	Buy	7,913 +789	+11%	+$92.3K	﹤0.01%	1070
2025 Q4	$797K	Buy	7,124 +438	+7%	+$43.2K	﹤0.01%	1061
2025 Q3	$690K	Buy	6,686 +569	+9%	+$65K	﹤0.01%	1041
2025 Q2	$606K	Buy	6,117 +404	+7%	+$34.9K	﹤0.01%	1011
2025 Q1	$477K	Buy	5,713 +547	+11%	+$55.7K	﹤0.01%	994
2024 Q4	$503K	Buy	5,166 +316	+7%	+$32.2K	﹤0.01%	955
2024 Q3	$527K	Buy	+4,850	New	+$422K	﹤0.01%	885

Other funds holding SN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

MRG

Milestone Resources Group Road Town Tortola, British Virgin Islands $1.48B AUM 3.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

AssetMark Inc's SN Position: Q3 2026 in Review

AssetMark Inc increased its SharkNinja (SN) stake by 13% in Q3 2026, buying an estimated $256K and bringing the position to 12,920 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #914.

AssetMark Inc first reported a position in SN in Q3 2024 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold SN as of Q3 2026.

AssetMark Inc held 12,920 shares of SharkNinja worth $2.33M as of Q3 2026.
AssetMark Inc bought 1,517 SharkNinja shares in Q3 2026, an estimated $256K.
SharkNinja made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #914 holding.
AssetMark Inc first reported a position in SharkNinja in Q3 2024 and has held it in 9 quarters since.
221 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.