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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
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 $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Dynasty Wealth Management's SN Position: Q1 2026 in Review

Dynasty Wealth Management reduced its SharkNinja (SN) stake by 14% in Q1 2026, selling an estimated $107K and leaving 5,660 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #223.

Dynasty Wealth Management first reported a position in SN in Q3 2025 and has held it in 3 quarters since. The position peaked at $736K in Q4 2025. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Dynasty Wealth Management held 5,660 shares of SharkNinja worth $599K as of Q1 2026.
  • Dynasty Wealth Management sold 916 SharkNinja shares in Q1 2026, an estimated $107K.
  • SharkNinja made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Dynasty Wealth Management first reported a position in SharkNinja in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's SharkNinja position peaked at $736K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.