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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dynasty Wealth Management increased its SharkNinja (SN) stake by 63% in Q2 2026, buying an estimated $429K and bringing the position to 9,241 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #161.

Dynasty Wealth Management first reported a position in SN in Q3 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Dynasty Wealth Management held 9,241 shares of SharkNinja worth $1.41M as of Q2 2026.
Dynasty Wealth Management bought 3,581 SharkNinja shares in Q2 2026, an estimated $429K.
SharkNinja made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #161 holding.
Dynasty Wealth Management first reported a position in SharkNinja in Q3 2025 and has held it in 4 quarters since.
566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.