Key Financial Inc’s SharkNinja SN Stock Holding History

Key Financial Inc’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	-3	Closed	-$336	–	1460
2025 Q4	$336	Hold	3	–	–	﹤0.01%	1348
2025 Q3	$301	Buy	+3	New	+$343	﹤0.01%	1373

Other funds holding SN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Key Financial Inc's SN Position: Q1 2026 in Review

Key Financial Inc sold out of SharkNinja (SN) in Q1 2026, closing a stake of 3 shares — an estimated $336 sold.

Key Financial Inc first reported a position in SN in Q3 2025 and held it in 2 quarters. The position peaked at $336 in Q4 2025. 470 funds tracked by Wall St. Rank hold SN as of Q1 2026.

Key Financial Inc reported no remaining SharkNinja position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 3 SharkNinja shares in Q1 2026, an estimated $336.
Key Financial Inc first reported a position in SharkNinja in Q3 2025 and held it in 2 quarters.
Key Financial Inc's SharkNinja position peaked at $336 in Q4 2025.
470 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.