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Clearstead Advisors’s SharkNinja SN Stock Holding History

Clearstead 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 		$39.9K Buy
+262
New +$31.4K ﹤0.01% 1579
2026
Q1 		– Sell
-46
Closed -$5.15K – 2780
2025
Q4 		$5.15K Buy
46
+37
+411% +$3.65K ﹤0.01% 2009
2025
Q3 		$929 Hold
9
– – ﹤0.01% 2632
2025
Q2 		$891 Buy
+9
New +$778 ﹤0.01% 2442
2025
Q1 		– Sell
-3
Closed -$255 – 2306
2024
Q4 		$255 Sell
3
-627
-100% -$64K ﹤0.01% 2024
2024
Q3 		$68.5K Buy
+630
New +$54.8K ﹤0.01% 1131

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 $103B AUM 28.65% 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

Clearstead Advisors's SN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in SharkNinja (SN) in Q2 2026: 262 shares worth $39.9K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SN as recently as Q4 2025.

Clearstead Advisors first reported a position in SN in Q3 2024 and has held it in 6 quarters since. The position peaked at $68.5K in Q3 2024. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Clearstead Advisors held 262 shares of SharkNinja worth $39.9K as of Q2 2026.
  • SharkNinja was a new Clearstead Advisors position in Q2 2026.
  • SharkNinja made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1579 holding.
  • Clearstead Advisors first reported a position in SharkNinja in Q3 2024 and has held it in 6 quarters since.
  • Clearstead Advisors's SharkNinja position peaked at $68.5K in Q3 2024.
  • 563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.