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Loring Wolcott & Coolidge Fiduciary Advisors’s SharkNinja SN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q4 		– Sell
-1,000
Closed -$96.8K – 554
2025
Q3 		$96.8K Buy
+1,000
New +$114K ﹤0.01% 378

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 $103B AUM 28.65% 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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SN Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SharkNinja (SN) in Q4 2025, closing a stake of 1,000 shares — an estimated $96.8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SN in Q3 2025 and held it in 1 quarter. The position peaked at $96.8K in Q3 2025. 429 funds tracked by Wall St. Rank hold SN as of Q4 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SharkNinja position as of Q4 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,000 SharkNinja shares in Q4 2025, an estimated $96.8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SharkNinja in Q3 2025 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's SharkNinja position peaked at $96.8K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held SharkNinja as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.