EP Wealth Advisors’s SharkNinja SN Stock Holding History

EP Wealth Advisors’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	–	Sell	-2,789	Closed	-$295K	–	1866
2026 Q1	$295K	Buy	+2,789	New	+$326K	﹤0.01%	1177

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

EP Wealth Advisors's SN Position: Q2 2026 in Review

EP Wealth Advisors sold out of SharkNinja (SN) in Q2 2026, closing a stake of 2,789 shares — an estimated $295K sold.

EP Wealth Advisors first reported a position in SN in Q1 2026 and held it in 1 quarter. The position peaked at $295K in Q1 2026. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

EP Wealth Advisors reported no remaining SharkNinja position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 2,789 SharkNinja shares in Q2 2026, an estimated $295K.
EP Wealth Advisors first reported a position in SharkNinja in Q1 2026 and held it in 1 quarter.
EP Wealth Advisors's SharkNinja position peaked at $295K in Q1 2026.
566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.