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Forum Financial Management’s SharkNinja SN Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,754
Closed -$308K – 883
2025
Q4 		$308K Buy
2,754
+257
+10% +$25.3K ﹤0.01% 736
2025
Q3 		$258K Buy
2,497
+190
+8% +$21.7K ﹤0.01% 817
2025
Q2 		$228K Sell
2,307
-565
-20% -$48.8K ﹤0.01% 829
2025
Q1 		$240K Buy
2,872
+144
+5% +$14.7K ﹤0.01% 717
2024
Q4 		$266K Buy
+2,728
New +$278K ﹤0.01% 689

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Forum Financial Management's SN Position: Q1 2026 in Review

Forum Financial Management sold out of SharkNinja (SN) in Q1 2026, closing a stake of 2,754 shares — an estimated $308K sold.

Forum Financial Management first reported a position in SN in Q4 2024 and held it in 5 quarters. The position peaked at $308K in Q4 2025. 471 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Forum Financial Management reported no remaining SharkNinja position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,754 SharkNinja shares in Q1 2026, an estimated $308K.
  • Forum Financial Management first reported a position in SharkNinja in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's SharkNinja position peaked at $308K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.