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
Q2 		$2.23M Buy
14,656
+3,455
+31% +$414K ﹤0.01% 2004
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 $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 $104B AUM 28.3% 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

Creative Planning's SN Position: Q2 2026 in Review

Creative Planning increased its SharkNinja (SN) stake by 31% in Q2 2026, buying an estimated $414K and bringing the position to 14,656 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Creative Planning first reported a position in SN in Q4 2024 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Creative Planning held 14,656 shares of SharkNinja worth $2.23M as of Q2 2026.
  • Creative Planning bought 3,455 SharkNinja shares in Q2 2026, an estimated $414K.
  • SharkNinja made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2004 holding.
  • Creative Planning first reported a position in SharkNinja in Q4 2024 and has held it in 6 quarters since.
  • 566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.