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Planning Strategies’s SharkNinja SN Stock Holding History

Planning Strategies’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 		$1.37K Buy
+9
New +$1.08K ﹤0.01% 681

Other funds holding SN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Planning Strategies's SN Position: Q2 2026 in Review

Planning Strategies opened a new position in SharkNinja (SN) in Q2 2026: 9 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings.

526 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Planning Strategies held 9 shares of SharkNinja worth $1.37K as of Q2 2026.
  • SharkNinja was a new Planning Strategies position in Q2 2026.
  • SharkNinja made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #681 holding.
  • 526 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.