Avior Wealth Management’s SharkNinja SN Stock Holding History

Avior 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	$717K	Buy	4,708 +446	+10%	+$53.4K	0.02%	437
2026 Q1	$451K	Sell	4,262 -421	-9%	-$49.3K	0.01%	555
2025 Q4	$524K	Sell	4,683 -408	-8%	-$40.2K	0.02%	444
2025 Q3	$525K	Sell	5,091 -10	-0.2%	-$1.14K	0.02%	429
2025 Q2	$505K	Sell	5,101 -10	-0.2%	-$865	0.02%	422
2025 Q1	$426K	Sell	5,111 -28	-0.5%	-$2.85K	0.02%	450
2024 Q4	$500K	Buy	5,139 +310	+6%	+$31.6K	0.02%	444
2024 Q3	$525K	Buy	4,829 +4,789	+11,973%	+$417K	0.02%	437
2024 Q2	$3.01K	Hold	40	–	–	﹤0.01%	1863
2024 Q1	$2.49K	Buy	+40	New	+$2.12K	﹤0.01%	2238

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

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

Avior Wealth Management increased its SharkNinja (SN) stake by 10% in Q2 2026, buying an estimated $53.4K and bringing the position to 4,708 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #437.

Avior Wealth Management first reported a position in SN in Q1 2024 and has held it in 10 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Avior Wealth Management held 4,708 shares of SharkNinja worth $717K as of Q2 2026.
Avior Wealth Management bought 446 SharkNinja shares in Q2 2026, an estimated $53.4K.
SharkNinja made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #437 holding.
Avior Wealth Management first reported a position in SharkNinja in Q1 2024 and has held it in 10 quarters since.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.