Birch Financial Group’s SharkNinja SN Stock Holding History

Birch Financial Group’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	–	Sell	-1,955	Closed	-$207K	–	148
2026 Q1	$207K	Buy	+1,955	New	+$229K	0.12%	130

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 $3.38T AUM 44.17% 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

Birch Financial Group's SN Position: Q2 2026 in Review

Birch Financial Group sold out of SharkNinja (SN) in Q2 2026, closing a stake of 1,955 shares — an estimated $207K sold.

Birch Financial Group first reported a position in SN in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 569 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Birch Financial Group reported no remaining SharkNinja position as of Q2 2026 after selling out during the quarter.
Birch Financial Group sold 1,955 SharkNinja shares in Q2 2026, an estimated $207K.
Birch Financial Group first reported a position in SharkNinja in Q1 2026 and held it in 1 quarter.
Birch Financial Group's SharkNinja position peaked at $207K in Q1 2026.
569 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.