Dynasty Wealth Management
SN icon

Dynasty Wealth Management’s SharkNinja SN Stock Holding History

Dynasty 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
Q3 		$1.63M Sell
9,058
-183
-2% -$30.9K 0.01% 138
2026
Q2 		$1.41M Buy
9,241
+3,581
+63% +$429K 0.01% 161
2026
Q1 		$599K Sell
5,660
-916
-14% -$107K 0.01% 223
2025
Q4 		$736K Buy
6,576
+2,862
+77% +$282K 0.01% 212
2025
Q3 		$383K Buy
+3,714
New +$424K 0.01% 242

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Dynasty Wealth Management's SN Position: Q3 2026 in Review

Dynasty Wealth Management reduced its SharkNinja (SN) stake by 2% in Q3 2026, selling an estimated $30.9K and leaving 9,058 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #138.

Dynasty Wealth Management first reported a position in SN in Q3 2025 and has held it in 5 quarters since. 454 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • Dynasty Wealth Management held 9,058 shares of SharkNinja worth $1.63M as of Q3 2026.
  • Dynasty Wealth Management sold 183 SharkNinja shares in Q3 2026, an estimated $30.9K.
  • SharkNinja made up 0.01% of Dynasty Wealth Management's portfolio in Q3 2026, its #138 holding.
  • Dynasty Wealth Management first reported a position in SharkNinja in Q3 2025 and has held it in 5 quarters since.
  • 454 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on Dynasty Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.