CAPTRUST Financial Advisors
SN icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

CAPTRUST Financial Advisors's SN Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its SharkNinja (SN) stake by 47% in Q1 2026, buying an estimated $272K and bringing the position to 7,240 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

CAPTRUST Financial Advisors first reported a position in SN in Q2 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • CAPTRUST Financial Advisors held 7,240 shares of SharkNinja worth $767K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,325 SharkNinja shares in Q1 2026, an estimated $272K.
  • SharkNinja made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1753 holding.
  • CAPTRUST Financial Advisors first reported a position in SharkNinja in Q2 2025 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.