Corient Private Wealth
SN icon

Corient Private Wealth’s SharkNinja SN Stock Holding History

Corient Private Wealth’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 		– Sell
-6,355
Closed -$699K – 3008
2025
Q4 		$699K Buy
6,355
+3,699
+139% +$365K ﹤0.01% 2101
2025
Q3 		$274K Sell
2,656
-65
-2% -$7.42K ﹤0.01% 2177
2025
Q2 		$269K Buy
+2,721
New +$235K ﹤0.01% 2057

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

Corient Private Wealth's SN Position: Q1 2026 in Review

Corient Private Wealth sold out of SharkNinja (SN) in Q1 2026, closing a stake of 6,355 shares — an estimated $699K sold.

Corient Private Wealth first reported a position in SN in Q2 2025 and held it in 3 quarters. The position peaked at $699K in Q4 2025. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Corient Private Wealth reported no remaining SharkNinja position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 6,355 SharkNinja shares in Q1 2026, an estimated $699K.
  • Corient Private Wealth first reported a position in SharkNinja in Q2 2025 and held it in 3 quarters.
  • Corient Private Wealth's SharkNinja position peaked at $699K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.