Level Four Advisory Services’s SharkNinja SN Stock Holding History

Level Four 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 Q2	$504K	Sell	3,310 -1,006	-23%	-$120K	0.01%	620
2026 Q1	$457K	Hold	4,316	–	–	0.02%	613
2025 Q4	$483K	Buy	4,316 +7	+0.2%	+$690	0.02%	580
2025 Q3	$444K	Buy	+4,309	New	+$492K	0.02%	586

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Level Four Advisory Services's SN Position: Q2 2026 in Review

Level Four Advisory Services reduced its SharkNinja (SN) stake by 23% in Q2 2026, selling an estimated $120K and leaving 3,310 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #620.

Level Four Advisory Services first reported a position in SN in Q3 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Level Four Advisory Services held 3,310 shares of SharkNinja worth $504K as of Q2 2026.
Level Four Advisory Services sold 1,006 SharkNinja shares in Q2 2026, an estimated $120K.
SharkNinja made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #620 holding.
Level Four Advisory Services first reported a position in SharkNinja in Q3 2025 and has held it in 4 quarters since.
566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.