LPL Financial
SN icon

LPL Financial’s SharkNinja SN Stock Holding History

LPL Financial’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 		$8.67M Buy
56,963
+10,760
+23% +$1.29M ﹤0.01% 2283
2026
Q1 		$4.89M Buy
46,203
+33,609
+267% +$3.93M ﹤0.01% 2639
2025
Q4 		$1.41M Sell
12,594
-511
-4% -$50.4K ﹤0.01% 3729
2025
Q3 		$1.35M Buy
13,105
+4,263
+48% +$487K ﹤0.01% 3705
2025
Q2 		$875K Buy
8,842
+1,517
+21% +$131K ﹤0.01% 3871
2025
Q1 		$611K Buy
7,325
+1,360
+23% +$138K ﹤0.01% 3980
2024
Q4 		$581K Sell
5,965
-1,526
-20% -$156K ﹤0.01% 3964
2024
Q3 		$814K Buy
7,491
+3,955
+112% +$344K ﹤0.01% 3571
2024
Q2 		$266K Buy
+3,536
New +$249K ﹤0.01% 4363

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial's SN Position: Q2 2026 in Review

LPL Financial increased its SharkNinja (SN) stake by 23% in Q2 2026, buying an estimated $1.29M and bringing the position to 56,963 shares worth $8.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

LPL Financial first reported a position in SN in Q2 2024 and has held it in 9 quarters since. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • LPL Financial held 56,963 shares of SharkNinja worth $8.67M as of Q2 2026.
  • LPL Financial bought 10,760 SharkNinja shares in Q2 2026, an estimated $1.29M.
  • SharkNinja made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2283 holding.
  • LPL Financial first reported a position in SharkNinja in Q2 2024 and has held it in 9 quarters since.
  • 566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.