DWM
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Drive Wealth Management’s SharkNinja SN Stock Holding History

Drive Wealth Management’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 		$598K Hold
3,929
– – 0.11% 151
2026
Q1 		$416K Buy
3,929
+53
+1% +$6.2K 0.09% 193
2025
Q4 		$434K Buy
+3,876
New +$382K 0.08% 184

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

Drive Wealth Management's SN Position: Q2 2026 in Review

Drive Wealth Management held its SharkNinja (SN) position steady in Q2 2026 at 3,929 shares worth $598K. The position accounts for 0.11% of the portfolio, ranked #151.

Drive Wealth Management first reported a position in SN in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Drive Wealth Management held 3,929 shares of SharkNinja worth $598K as of Q2 2026.
  • Drive Wealth Management left its SharkNinja share count unchanged in Q2 2026.
  • SharkNinja made up 0.11% of Drive Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Drive Wealth Management first reported a position in SharkNinja in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.