CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s SharkNinja SN Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$1.61M Buy
10,570
+3,330
+46% +$399K ﹤0.01% 1450
2026
Q1 		$767K Buy
7,240
+2,325
+47% +$272K ﹤0.01% 1753
2025
Q4 		$550K Sell
4,915
-116
-2% -$11.4K ﹤0.01% 1840
2025
Q3 		$519K Buy
5,031
+971
+24% +$111K ﹤0.01% 1792
2025
Q2 		$402K Buy
+4,060
New +$351K ﹤0.01% 1868

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

CAPTRUST Financial Advisors's SN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its SharkNinja (SN) stake by 46% in Q2 2026, buying an estimated $399K and bringing the position to 10,570 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

CAPTRUST Financial Advisors first reported a position in SN in Q2 2025 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,570 shares of SharkNinja worth $1.61M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 3,330 SharkNinja shares in Q2 2026, an estimated $399K.
  • SharkNinja made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1450 holding.
  • CAPTRUST Financial Advisors first reported a position in SharkNinja in Q2 2025 and has held it in 5 quarters since.
  • 566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.