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Evelyn Partners Investment Management Services’s SharkNinja SN Stock Holding History

Evelyn Partners Investment Management Services’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 		$12.1K Sell
114
-14
-11% -$1.64K ﹤0.01% 248
2025
Q4 		$14.3K Hold
128
– – ﹤0.01% 223
2025
Q3 		$13.2K Buy
+128
New +$14.6K ﹤0.01% 231

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

Evelyn Partners Investment Management Services's SN Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its SharkNinja (SN) stake by 11% in Q1 2026, selling an estimated $1.64K and leaving 114 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Evelyn Partners Investment Management Services first reported a position in SN in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.3K in Q4 2025. 470 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Evelyn Partners Investment Management Services held 114 shares of SharkNinja worth $12.1K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 14 SharkNinja shares in Q1 2026, an estimated $1.64K.
  • SharkNinja made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #248 holding.
  • Evelyn Partners Investment Management Services first reported a position in SharkNinja in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Investment Management Services's SharkNinja position peaked at $14.3K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.