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GLOBALT Investments’s SharkNinja SN Stock Holding History

GLOBALT Investments’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 		$1.02M Buy
6,728
+16
+0.2% +$1.92K 0.03% 143
2026
Q1 		$711K Sell
6,712
-285
-4% -$33.3K 0.03% 161
2025
Q4 		$783K Sell
6,997
-658
-9% -$64.8K 0.03% 149
2025
Q3 		$790K Sell
7,655
-1,609
-17% -$184K 0.03% 151
2025
Q2 		$917K Buy
9,264
+2,824
+44% +$244K 0.04% 149
2025
Q1 		$537K Buy
+6,440
New +$656K 0.02% 166

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

GLOBALT Investments's SN Position: Q2 2026 in Review

GLOBALT Investments increased its SharkNinja (SN) stake by 0.24% in Q2 2026, buying an estimated $1.92K and bringing the position to 6,728 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #143.

GLOBALT Investments first reported a position in SN in Q1 2025 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • GLOBALT Investments held 6,728 shares of SharkNinja worth $1.02M as of Q2 2026.
  • GLOBALT Investments bought 16 SharkNinja shares in Q2 2026, an estimated $1.92K.
  • SharkNinja made up 0.03% of GLOBALT Investments's portfolio in Q2 2026, its #143 holding.
  • GLOBALT Investments first reported a position in SharkNinja in Q1 2025 and has held it in 6 quarters since.
  • 563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.