Capstone Investment Advisors
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Capstone Investment Advisors’s SharkNinja SN Stock Holding History

Capstone Investment Advisors’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
2025
Q3 		– Sell
-4,819
Closed -$477K – 2053
2025
Q2 		$477K Buy
+4,819
New +$417K ﹤0.01% 1163
2024
Q2 		– Sell
-92,772
Closed -$5.78M – 2442
2024
Q1 		$5.78M Buy
92,772
+68,069
+276% +$3.6M 0.02% 402
2023
Q4 		$1.26M Buy
+24,703
New +$1.13M ﹤0.01% 958

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return

Capstone Investment Advisors's SN Position: Q3 2025 in Review

Capstone Investment Advisors sold out of SharkNinja (SN) in Q3 2025, closing a stake of 4,819 shares — an estimated $477K sold.

Capstone Investment Advisors first reported a position in SN in Q4 2023 and held it in 3 quarters. The position peaked at $5.78M in Q1 2024. 415 funds tracked by Wall St. Rank hold SN as of Q3 2025.

  • Capstone Investment Advisors reported no remaining SharkNinja position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,819 SharkNinja shares in Q3 2025, an estimated $477K.
  • Capstone Investment Advisors first reported a position in SharkNinja in Q4 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's SharkNinja position peaked at $5.78M in Q1 2024.
  • 415 funds tracked by Wall St. Rank held SharkNinja as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.