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 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 $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

Level Four Advisory Services's SN Position: Q1 2026 in Review

Level Four Advisory Services held its SharkNinja (SN) position steady in Q1 2026 at 4,316 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #613.

Level Four Advisory Services first reported a position in SN in Q3 2025 and has held it in 3 quarters since. The position peaked at $483K in Q4 2025. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

Level Four Advisory Services held 4,316 shares of SharkNinja worth $457K as of Q1 2026.
Level Four Advisory Services left its SharkNinja share count unchanged in Q1 2026.
SharkNinja made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #613 holding.
Level Four Advisory Services first reported a position in SharkNinja in Q3 2025 and has held it in 3 quarters since.
Level Four Advisory Services's SharkNinja position peaked at $483K in Q4 2025.
469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.