Bay Harbor Wealth Management’s SharkNinja SN Stock Holding History

Bay Harbor 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	$3.5K	Buy	23 +7	+44%	+$838	﹤0.01%	509
2026 Q1	$1.69K	Buy	16 +6	+60%	+$702	﹤0.01%	606
2025 Q4	$1.12K	Buy	10 +4	+67%	+$394	﹤0.01%	611
2025 Q3	$618	Buy	6 +2	+50%	+$228	﹤0.01%	652
2025 Q2	$395	Buy	4 +1	+33%	+$86	﹤0.01%	721
2025 Q1	$250	Buy	+3	New	+$305	﹤0.01%	605

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 $103B AUM 28.65% 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

Bay Harbor Wealth Management's SN Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its SharkNinja (SN) stake by 44% in Q2 2026, buying an estimated $838 and bringing the position to 23 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Bay Harbor Wealth Management first reported a position in SN in Q1 2025 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Bay Harbor Wealth Management held 23 shares of SharkNinja worth $3.5K as of Q2 2026.
Bay Harbor Wealth Management bought 7 SharkNinja shares in Q2 2026, an estimated $838.
SharkNinja made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #509 holding.
Bay Harbor Wealth Management first reported a position in SharkNinja in Q1 2025 and has held it in 6 quarters since.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.