Creative Planning
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Creative Planning’s SharkNinja SN Stock Holding History

Creative Planning’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 		$1.19M Buy
11,201
+4,159
+59% +$487K ﹤0.01% 2318
2025
Q4 		$788K Buy
7,042
+2,989
+74% +$295K ﹤0.01% 2476
2025
Q3 		$418K Buy
4,053
+1,882
+87% +$215K ﹤0.01% 2871
2025
Q2 		$215K Buy
+2,171
New +$188K ﹤0.01% 3169
2025
Q1 		– Sell
-10
Closed -$974 – 3698
2024
Q4 		$974 Buy
+10
New +$1.02K ﹤0.01% 3521

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

Creative Planning's SN Position: Q1 2026 in Review

Creative Planning increased its SharkNinja (SN) stake by 59% in Q1 2026, buying an estimated $487K and bringing the position to 11,201 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Creative Planning first reported a position in SN in Q4 2024 and has held it in 5 quarters since. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Creative Planning held 11,201 shares of SharkNinja worth $1.19M as of Q1 2026.
  • Creative Planning bought 4,159 SharkNinja shares in Q1 2026, an estimated $487K.
  • SharkNinja made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2318 holding.
  • Creative Planning first reported a position in SharkNinja in Q4 2024 and has held it in 5 quarters since.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.