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Pinnacle Wealth Planning Services’s SharkNinja SN Stock Holding History

Pinnacle Wealth Planning Services’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 		$229K Buy
1,502
+485
+48% +$58.1K 0.02% 472
2026
Q1 		$108K Buy
1,017
+283
+39% +$33.1K 0.01% 756
2025
Q4 		$82.1K Buy
+734
New +$72.3K 0.01% 890

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

Pinnacle Wealth Planning Services's SN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its SharkNinja (SN) stake by 48% in Q2 2026, buying an estimated $58.1K and bringing the position to 1,502 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #472.

Pinnacle Wealth Planning Services first reported a position in SN in Q4 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,502 shares of SharkNinja worth $229K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 485 SharkNinja shares in Q2 2026, an estimated $58.1K.
  • SharkNinja made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #472 holding.
  • Pinnacle Wealth Planning Services first reported a position in SharkNinja in Q4 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.