Personal CFO Solutions
SN icon

Personal CFO Solutions’s SharkNinja SN Stock Holding History

Personal CFO Solutions’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
Q3 		$449K Buy
+2,491
New +$421K 0.07% 236

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Personal CFO Solutions's SN Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in SharkNinja (SN) in Q3 2026: 2,491 shares worth $449K. The stake represents 0.07% of the portfolio and ranks #236 among its holdings.

339 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • Personal CFO Solutions held 2,491 shares of SharkNinja worth $449K as of Q3 2026.
  • SharkNinja was a new Personal CFO Solutions position in Q3 2026.
  • SharkNinja made up 0.07% of Personal CFO Solutions's portfolio in Q3 2026, its #236 holding.
  • 339 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.