CreativeOne Wealth’s SharkNinja SN Stock Holding History

CreativeOne 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
2025 Q3	–	Sell	-7,177	Closed	-$710K	–	1210
2025 Q2	$710K	Buy	+7,177	New	+$620K	0.02%	641

Other funds holding SN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

CreativeOne Wealth's SN Position: Q3 2025 in Review

CreativeOne Wealth sold out of SharkNinja (SN) in Q3 2025, closing a stake of 7,177 shares — an estimated $710K sold.

CreativeOne Wealth first reported a position in SN in Q2 2025 and held it in 1 quarter. The position peaked at $710K in Q2 2025. 414 funds tracked by Wall St. Rank hold SN as of Q3 2025.

CreativeOne Wealth reported no remaining SharkNinja position as of Q3 2025 after selling out during the quarter.
CreativeOne Wealth sold 7,177 SharkNinja shares in Q3 2025, an estimated $710K.
CreativeOne Wealth first reported a position in SharkNinja in Q2 2025 and held it in 1 quarter.
CreativeOne Wealth's SharkNinja position peaked at $710K in Q2 2025.
414 funds tracked by Wall St. Rank held SharkNinja as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.