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Foundations Investment Advisors’s SharkNinja SN Stock Holding History

Foundations Investment 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 		$709K Buy
+4,653
New +$557K 0.01% 669
2025
Q4 		– Sell
-2,806
Closed -$289K – 1183
2025
Q3 		$289K Buy
+2,806
New +$320K ﹤0.01% 866

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 $104B AUM 28.3% 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

Foundations Investment Advisors's SN Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in SharkNinja (SN) in Q2 2026: 4,653 shares worth $709K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in SN as recently as Q3 2025.

Foundations Investment Advisors first reported a position in SN in Q3 2025 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Foundations Investment Advisors held 4,653 shares of SharkNinja worth $709K as of Q2 2026.
  • SharkNinja was a new Foundations Investment Advisors position in Q2 2026.
  • SharkNinja made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #669 holding.
  • Foundations Investment Advisors first reported a position in SharkNinja in Q3 2025 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.