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Mount Yale Investment Advisors’s SharkNinja SN Stock Holding History

Mount Yale Investment 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
2026
Q2 		$860K Sell
5,649
-68
-1% -$8.14K 0.02% 627
2026
Q1 		$605K Buy
+5,717
New +$669K 0.01% 658

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SN Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its SharkNinja (SN) stake by 1.2% in Q2 2026, selling an estimated $8.14K and leaving 5,649 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #627.

Mount Yale Investment Advisors first reported a position in SN in Q1 2026 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Mount Yale Investment Advisors held 5,649 shares of SharkNinja worth $860K as of Q2 2026.
  • Mount Yale Investment Advisors sold 68 SharkNinja shares in Q2 2026, an estimated $8.14K.
  • SharkNinja made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #627 holding.
  • Mount Yale Investment Advisors first reported a position in SharkNinja in Q1 2026 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.