GFPC
SN icon

Global Financial Private Client’s SharkNinja SN Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-15
Closed -$1.25K – 1374
2025
Q1 		$1.25K Buy
15
+11
+275% +$1.12K ﹤0.01% 1000
2024
Q4 		$389 Buy
+4
New +$408 ﹤0.01% 1033

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Global Financial Private Client's SN Position: Q2 2025 in Review

Global Financial Private Client sold out of SharkNinja (SN) in Q2 2025, closing a stake of 15 shares — an estimated $1.25K sold.

Global Financial Private Client first reported a position in SN in Q4 2024 and held it in 2 quarters. The position peaked at $1.25K in Q1 2025. 371 funds tracked by Wall St. Rank hold SN as of Q2 2025.

  • Global Financial Private Client reported no remaining SharkNinja position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 15 SharkNinja shares in Q2 2025, an estimated $1.25K.
  • Global Financial Private Client first reported a position in SharkNinja in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's SharkNinja position peaked at $1.25K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held SharkNinja as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.