Balance Capital Partners’s SharkNinja SN Stock Holding History

Balance Capital Partners’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	$3.12M	Buy	+20,504	New	+$2.46M	2.24%	7

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

Balance Capital Partners's SN Position: Q2 2026 in Review

Balance Capital Partners opened a new position in SharkNinja (SN) in Q2 2026: 20,504 shares worth $3.12M. The stake represents 2.24% of the portfolio and ranks #7 among its holdings.

563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Balance Capital Partners held 20,504 shares of SharkNinja worth $3.12M as of Q2 2026.
SharkNinja was a new Balance Capital Partners position in Q2 2026.
SharkNinja made up 2.24% of Balance Capital Partners's portfolio in Q2 2026, its #7 holding.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Balance Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.