EWM
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Evercore Wealth Management’s SharkNinja SN Stock Holding History

Evercore 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 		$108M Buy
707,286
+36,875
+6% +$4.42M 1.52% 21
2026
Q1 		$71M Buy
670,411
+132,749
+25% +$15.5M 1.12% 29
2025
Q4 		$60.2M Buy
+537,662
New +$53M 0.88% 31

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Evercore Wealth Management increased its SharkNinja (SN) stake by 5.5% in Q2 2026, buying an estimated $4.42M and bringing the position to 707,286 shares worth $108M. The position accounts for 1.52% of the portfolio, ranked #21.

Evercore Wealth Management first reported a position in SN in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Evercore Wealth Management held 707,286 shares of SharkNinja worth $108M as of Q2 2026.
  • Evercore Wealth Management bought 36,875 SharkNinja shares in Q2 2026, an estimated $4.42M.
  • SharkNinja made up 1.52% of Evercore Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Evercore Wealth Management first reported a position in SharkNinja in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.