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Burney Company’s SharkNinja SN Stock Holding History

Burney Company’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 		$781K Hold
5,130
– – 0.02% 393
2026
Q1 		$543K Sell
5,130
-465
-8% -$54.4K 0.02% 422
2025
Q4 		$626K Sell
5,595
-145
-3% -$14.3K 0.02% 399
2025
Q3 		$592K Sell
5,740
-307
-5% -$35.1K 0.02% 390
2025
Q2 		$599K Sell
6,047
-1,124
-16% -$97.2K 0.02% 379
2025
Q1 		$598K Sell
7,171
-750
-9% -$76.4K 0.02% 387
2024
Q4 		$771K Sell
7,921
-120
-1% -$12.2K 0.03% 349
2024
Q3 		$874K Sell
8,041
-24,546
-75% -$2.13M 0.03% 339
2024
Q2 		$2.45M Buy
+32,587
New +$2.29M 0.09% 193

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burney Company's SN Position: Q2 2026 in Review

Burney Company held its SharkNinja (SN) position steady in Q2 2026 at 5,130 shares worth $781K. The position accounts for 0.02% of the portfolio, ranked #393.

Burney Company first reported a position in SN in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.45M in Q2 2024. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Burney Company held 5,130 shares of SharkNinja worth $781K as of Q2 2026.
  • Burney Company left its SharkNinja share count unchanged in Q2 2026.
  • SharkNinja made up 0.02% of Burney Company's portfolio in Q2 2026, its #393 holding.
  • Burney Company first reported a position in SharkNinja in Q2 2024 and has held it in 9 quarters since.
  • Burney Company's SharkNinja position peaked at $2.45M in Q2 2024.
  • 563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.