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Integrated Wealth Concepts’s SharkNinja SN Stock Holding History

Integrated Wealth Concepts’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 		$910K Buy
5,974
+879
+17% +$105K 0.01% 1263
2026
Q1 		$540K Buy
+5,095
New +$596K ﹤0.01% 1491
2025
Q4 		– Sell
-4,335
Closed -$447K – 1989
2025
Q3 		$447K Buy
4,335
+293
+7% +$33.5K ﹤0.01% 1416
2025
Q2 		$400K Sell
4,042
-383
-9% -$33.1K ﹤0.01% 1397
2025
Q1 		$369K Buy
+4,425
New +$450K ﹤0.01% 1293

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's SN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its SharkNinja (SN) stake by 17% in Q2 2026, buying an estimated $105K and bringing the position to 5,974 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #1263.

Integrated Wealth Concepts first reported a position in SN in Q1 2025 and has held it in 5 quarters since. 569 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Integrated Wealth Concepts held 5,974 shares of SharkNinja worth $910K as of Q2 2026.
  • Integrated Wealth Concepts bought 879 SharkNinja shares in Q2 2026, an estimated $105K.
  • SharkNinja made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1263 holding.
  • Integrated Wealth Concepts first reported a position in SharkNinja in Q1 2025 and has held it in 5 quarters since.
  • 569 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.