EverSource Wealth Advisors’s SharkNinja SN Stock Holding History

EverSource 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	$62K	Sell	407 -606	-60%	-$72.6K	﹤0.01%	1636
2026 Q1	$107K	Buy	1,013 +149	+17%	+$17.4K	﹤0.01%	1389
2025 Q4	$96.7K	Buy	864 +123	+17%	+$12.1K	﹤0.01%	1327
2025 Q3	$76.4K	Buy	741 +46	+7%	+$5.25K	﹤0.01%	1415
2025 Q2	$68.8K	Buy	695 +663	+2,072%	+$57.3K	﹤0.01%	1415
2025 Q1	$2.69K	Sell	32 -3	-9%	-$305	﹤0.01%	2792
2024 Q4	$3.41K	Buy	35 +14	+67%	+$1.43K	﹤0.01%	2509
2024 Q3	$2.28K	Buy	21 +14	+200%	+$1.22K	﹤0.01%	2509
2024 Q2	$538	Buy	+7	New	+$493	﹤0.01%	2875
2024 Q1	–	Sell	-140	Closed	-$7.16K	–	2986
2023 Q4	$7.16K	Buy	+140	New	+$6.4K	﹤0.01%	1711

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 $103B AUM 28.65% 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

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

EverSource Wealth Advisors reduced its SharkNinja (SN) stake by 60% in Q2 2026, selling an estimated $72.6K and leaving 407 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

EverSource Wealth Advisors first reported a position in SN in Q4 2023 and has held it in 10 quarters since. The position peaked at $107K in Q1 2026. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

EverSource Wealth Advisors held 407 shares of SharkNinja worth $62K as of Q2 2026.
EverSource Wealth Advisors sold 606 SharkNinja shares in Q2 2026, an estimated $72.6K.
SharkNinja made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1636 holding.
EverSource Wealth Advisors first reported a position in SharkNinja in Q4 2023 and has held it in 10 quarters since.
EverSource Wealth Advisors's SharkNinja position peaked at $107K in Q1 2026.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.