Cornerstone Planning Group
SN icon

Cornerstone Planning Group’s SharkNinja SN Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-5
Closed -$736 – 1446
2026
Q2 		$736 Hold
5
– – ﹤0.01% 1581
2026
Q1 		$588 Buy
+5
New +$585 ﹤0.01% 1600

Other funds holding SN

Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cornerstone Planning Group's SN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of SharkNinja (SN) in Q3 2026, closing a stake of 5 shares — an estimated $736 sold.

Cornerstone Planning Group first reported a position in SN in Q1 2026 and held it in 2 quarters. The position peaked at $736 in Q2 2026. 70 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining SharkNinja position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 SharkNinja shares in Q3 2026, an estimated $736.
  • Cornerstone Planning Group first reported a position in SharkNinja in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's SharkNinja position peaked at $736 in Q2 2026.
  • 70 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.