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JFS Wealth Advisors’s SharkNinja SN Stock Holding History

JFS Wealth 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 		$11.3K Buy
74
+1
+1% +$120 ﹤0.01% 967
2026
Q1 		$7.73K Buy
73
+7
+11% +$819 ﹤0.01% 1043
2025
Q4 		$7.39K Buy
66
+48
+267% +$4.73K ﹤0.01% 1090
2025
Q3 		$1.86K Hold
18
– – ﹤0.01% 1457
2025
Q2 		$1.78K Sell
18
-43
-70% -$3.72K ﹤0.01% 1422
2025
Q1 		$5.09K Buy
61
+14
+30% +$1.43K ﹤0.01% 1120
2024
Q4 		$4.58K Buy
47
+8
+21% +$816 ﹤0.01% 1157
2024
Q3 		$4.24K Buy
39
+2
+5% +$174 ﹤0.01% 1182
2024
Q2 		$2.78K Buy
+37
New +$2.61K ﹤0.01% 1308

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

JFS Wealth Advisors's SN Position: Q2 2026 in Review

JFS Wealth Advisors increased its SharkNinja (SN) stake by 1.4% in Q2 2026, buying an estimated $120 and bringing the position to 74 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

JFS Wealth Advisors first reported a position in SN in Q2 2024 and has held it in 9 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • JFS Wealth Advisors held 74 shares of SharkNinja worth $11.3K as of Q2 2026.
  • JFS Wealth Advisors bought 1 SharkNinja share in Q2 2026, an estimated $120.
  • SharkNinja made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #967 holding.
  • JFS Wealth Advisors first reported a position in SharkNinja in Q2 2024 and has held it in 9 quarters since.
  • 563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.