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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
Q1 		$295K Buy
+2,789
New +$326K ﹤0.01% 1177

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

EP Wealth Advisors's SN Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in SharkNinja (SN) in Q1 2026: 2,789 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings.

469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • EP Wealth Advisors held 2,789 shares of SharkNinja worth $295K as of Q1 2026.
  • SharkNinja was a new EP Wealth Advisors position in Q1 2026.
  • SharkNinja made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1177 holding.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

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