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 Q1	$605K	Buy	+5,717	New	+$669K	0.01%	658

Other funds holding SN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 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

Mount Yale Investment Advisors's SN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in SharkNinja (SN) in Q1 2026: 5,717 shares worth $605K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings.

470 funds tracked by Wall St. Rank hold SN as of Q1 2026.

Mount Yale Investment Advisors held 5,717 shares of SharkNinja worth $605K as of Q1 2026.
SharkNinja was a new Mount Yale Investment Advisors position in Q1 2026.
SharkNinja made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #658 holding.
470 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.