KAS
SN icon

Kestra Advisory Services’s SharkNinja SN Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,453
Closed -$163K – 4235
2025
Q4 		$163K Buy
+1,453
New +$143K ﹤0.01% 3056
2025
Q3 		– Sell
-2,376
Closed -$235K – 3017
2025
Q2 		$235K Buy
+2,376
New +$205K ﹤0.01% 2548

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Kestra Advisory Services's SN Position: Q1 2026 in Review

Kestra Advisory Services sold out of SharkNinja (SN) in Q1 2026, closing a stake of 1,453 shares — an estimated $163K sold.

Kestra Advisory Services first reported a position in SN in Q2 2025 and held it in 2 quarters. The position peaked at $235K in Q2 2025. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Kestra Advisory Services reported no remaining SharkNinja position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,453 SharkNinja shares in Q1 2026, an estimated $163K.
  • Kestra Advisory Services first reported a position in SharkNinja in Q2 2025 and held it in 2 quarters.
  • Kestra Advisory Services's SharkNinja position peaked at $235K in Q2 2025.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.