Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SharkNinja SN Stock Holding History

Carson Wealth (CWM LLC)’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 		$119K Buy
1,120
+347
+45% +$40.6K ﹤0.01% 3112
2025
Q4 		$86K Buy
773
+25
+3% +$2.46K ﹤0.01% 3187
2025
Q3 		$77K Sell
748
-39
-5% -$4.45K ﹤0.01% 3183
2025
Q2 		$78K Buy
787
+683
+657% +$59K ﹤0.01% 2926
2025
Q1 		$9K Buy
104
+7
+7% +$713 ﹤0.01% 4181
2024
Q4 		$9K Sell
97
-38
-28% -$3.88K ﹤0.01% 3951
2024
Q3 		$15K Buy
135
+133
+6,650% +$11.6K ﹤0.01% 3558
2024
Q2 		$0 Buy
+2
New +$141 ﹤0.01% 4912

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SharkNinja (SN) stake by 45% in Q1 2026, buying an estimated $40.6K and bringing the position to 1,120 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

Carson Wealth (CWM LLC) first reported a position in SN in Q2 2024 and has held it in 8 quarters since. 471 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,120 shares of SharkNinja worth $119K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 347 SharkNinja shares in Q1 2026, an estimated $40.6K.
  • SharkNinja made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3112 holding.
  • Carson Wealth (CWM LLC) first reported a position in SharkNinja in Q2 2024 and has held it in 8 quarters since.
  • 471 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.