McMorgan & Co’s SharkNinja SN Stock Holding History

McMorgan & Co’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	$562K	Sell	3,691 -30	-0.8%	-$3.59K	0.08%	23
2026 Q1	$394K	Sell	3,721 -1,245	-25%	-$146K	0.06%	24
2025 Q4	$556K	Sell	4,966 -28,907	-85%	-$2.85M	0.09%	20
2025 Q3	$3.49M	Sell	33,873 -7,766	-19%	-$887K	0.54%	23
2025 Q2	$4.12M	Buy	41,639 +9,477	+29%	+$819K	0.61%	21
2025 Q1	$2.68M	Sell	32,162 -2,995	-9%	-$305K	0.43%	30
2024 Q4	$3.42M	Sell	35,157 -232	-0.7%	-$23.7K	0.53%	26
2024 Q3	$3.85M	Sell	35,389 -26,901	-43%	-$2.34M	0.59%	21
2024 Q2	$4.68M	Sell	62,290 -3,718	-6%	-$262K	0.74%	20
2024 Q1	$4.11M	Buy	66,008 +2,217	+3%	+$117K	0.71%	21
2023 Q4	$3.26M	Buy	+63,791	New	+$2.92M	0.54%	24

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

McMorgan & Co's SN Position: Q2 2026 in Review

McMorgan & Co reduced its SharkNinja (SN) stake by 0.81% in Q2 2026, selling an estimated $3.59K and leaving 3,691 shares worth $562K. The position accounts for 0.08% of the portfolio, ranked #23.

McMorgan & Co first reported a position in SN in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.68M in Q2 2024. 564 funds tracked by Wall St. Rank hold SN as of Q2 2026.

McMorgan & Co held 3,691 shares of SharkNinja worth $562K as of Q2 2026.
McMorgan & Co sold 30 SharkNinja shares in Q2 2026, an estimated $3.59K.
SharkNinja made up 0.08% of McMorgan & Co's portfolio in Q2 2026, its #23 holding.
McMorgan & Co first reported a position in SharkNinja in Q4 2023 and has held it in 11 quarters since.
McMorgan & Co's SharkNinja position peaked at $4.68M in Q2 2024.
564 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.