Root Financial Partners
SN icon

Root Financial Partners’s SharkNinja SN Stock Holding History

Root Financial Partners’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 		$73.3K Buy
+407
New +$68.7K ﹤0.01% 897
2026
Q2 		– Sell
-318
Closed -$33.7K – 2751
2026
Q1 		$33.7K Buy
318
+11
+4% +$1.29K ﹤0.01% 1052
2025
Q4 		$34.4K Buy
307
+73
+31% +$7.19K ﹤0.01% 877
2025
Q3 		$24.1K Buy
+234
New +$26.7K ﹤0.01% 1021

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Root Financial Partners's SN Position: Q3 2026 in Review

Root Financial Partners opened a new position in SharkNinja (SN) in Q3 2026: 407 shares worth $73.3K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SN as recently as Q1 2026.

Root Financial Partners first reported a position in SN in Q3 2025 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • Root Financial Partners held 407 shares of SharkNinja worth $73.3K as of Q3 2026.
  • SharkNinja was a new Root Financial Partners position in Q3 2026.
  • SharkNinja made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #897 holding.
  • Root Financial Partners first reported a position in SharkNinja in Q3 2025 and has held it in 4 quarters since.
  • 492 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.