Clearstead Trust’s SharkNinja SN Stock Holding History

Clearstead Trust’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	$29.7K	Hold	195	–	–	﹤0.01%	391
2026 Q1	$20.7K	Hold	195	–	–	﹤0.01%	432
2025 Q4	$21.8K	Hold	195	–	–	﹤0.01%	430
2025 Q3	$20.1K	Hold	195	–	–	﹤0.01%	432
2025 Q2	$19.3K	Sell	195 -10	-5%	-$865	﹤0.01%	436
2025 Q1	$17.1K	Buy	205 +110	+116%	+$11.2K	﹤0.01%	377
2024 Q4	$9.25K	Buy	+95	New	+$9.7K	﹤0.01%	362

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearstead Trust's SN Position: Q2 2026 in Review

Clearstead Trust held its SharkNinja (SN) position steady in Q2 2026 at 195 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Clearstead Trust first reported a position in SN in Q4 2024 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Clearstead Trust held 195 shares of SharkNinja worth $29.7K as of Q2 2026.
Clearstead Trust left its SharkNinja share count unchanged in Q2 2026.
SharkNinja made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #391 holding.
Clearstead Trust first reported a position in SharkNinja in Q4 2024 and has held it in 7 quarters since.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

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