Belpointe Asset Management
SN icon

Belpointe Asset Management’s SharkNinja SN Stock Holding History

Belpointe Asset 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
Q3 		$472K Sell
2,621
-250
-9% -$42.2K 0.01% 765
2026
Q2 		$437K Sell
2,871
-1,065
-27% -$128K 0.01% 765
2026
Q1 		$417K Sell
3,936
-15
-0.4% -$1.76K 0.02% 753
2025
Q4 		$442K Buy
3,951
+840
+27% +$82.8K 0.02% 695
2025
Q3 		$321K Buy
3,111
+271
+10% +$31K 0.01% 775
2025
Q2 		$281K Buy
+2,840
New +$246K 0.01% 770

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Belpointe Asset Management's SN Position: Q3 2026 in Review

Belpointe Asset Management reduced its SharkNinja (SN) stake by 8.7% in Q3 2026, selling an estimated $42.2K and leaving 2,621 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #765.

Belpointe Asset Management first reported a position in SN in Q2 2025 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • Belpointe Asset Management held 2,621 shares of SharkNinja worth $472K as of Q3 2026.
  • Belpointe Asset Management sold 250 SharkNinja shares in Q3 2026, an estimated $42.2K.
  • SharkNinja made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #765 holding.
  • Belpointe Asset Management first reported a position in SharkNinja in Q2 2025 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.