SHF
SN icon

Safe Harbor Fiduciary’s SharkNinja SN Stock Holding History

Safe Harbor Fiduciary’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
2025
Q2 		$148K Hold
1,500
– – 0.14% 83
2025
Q1 		$125K Hold
1,500
– – 0.13% 78
2024
Q4 		$146K Buy
1,500
+1,000
+200% +$102K 0.15% 74
2024
Q3 		$54.4K Buy
+500
New +$43.5K 0.05% 98

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Safe Harbor Fiduciary's SN Position: Q2 2025 in Review

Safe Harbor Fiduciary held its SharkNinja (SN) position steady in Q2 2025 at 1,500 shares worth $148K. The position accounts for 0.14% of the portfolio, ranked #83.

Safe Harbor Fiduciary first reported a position in SN in Q3 2024 and has held it in 4 quarters since. 371 funds tracked by Wall St. Rank hold SN as of Q2 2025.

  • Safe Harbor Fiduciary held 1,500 shares of SharkNinja worth $148K as of Q2 2025.
  • Safe Harbor Fiduciary left its SharkNinja share count unchanged in Q2 2025.
  • SharkNinja made up 0.14% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #83 holding.
  • Safe Harbor Fiduciary first reported a position in SharkNinja in Q3 2024 and has held it in 4 quarters since.
  • 371 funds tracked by Wall St. Rank held SharkNinja as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.