Schwartz Investment Counsel’s SharkNinja SN Stock Holding History

Schwartz Investment Counsel’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	$75.5M	Buy	495,700 +295,000	+147%	+$35.3M	2.5%	11
2026 Q1	$21.3M	Buy	200,700 +25,000	+14%	+$2.93M	0.76%	45
2025 Q4	$19.7M	Buy	175,700 +85,000	+94%	+$8.38M	0.69%	51
2025 Q3	$9.36M	Hold	90,700	–	–	0.31%	72
2025 Q2	$8.98M	Hold	90,700	–	–	0.3%	72
2025 Q1	$7.57M	Hold	90,700	–	–	0.26%	72
2024 Q4	$8.83M	Hold	90,700	–	–	0.32%	71
2024 Q3	$9.86M	Hold	90,700	–	–	0.35%	70
2024 Q2	$6.82M	Buy	90,700 +40,000	+79%	+$2.82M	0.25%	74
2024 Q1	$3.16M	Buy	50,700 +1,000	+2%	+$52.9K	0.12%	89
2023 Q4	$2.54M	Hold	49,700	–	–	0.1%	89
2023 Q3	$2.3M	Buy	+49,700	New	+$1.82M	0.1%	89

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schwartz Investment Counsel's SN Position: Q2 2026 in Review

Schwartz Investment Counsel increased its SharkNinja (SN) stake by 147% in Q2 2026, buying an estimated $35.3M and bringing the position to 495,700 shares worth $75.5M. The position accounts for 2.5% of the portfolio, ranked #11.

Schwartz Investment Counsel first reported a position in SN in Q3 2023 and has held it in 12 quarters since. 566 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Schwartz Investment Counsel held 495,700 shares of SharkNinja worth $75.5M as of Q2 2026.
Schwartz Investment Counsel bought 295,000 SharkNinja shares in Q2 2026, an estimated $35.3M.
SharkNinja made up 2.5% of Schwartz Investment Counsel's portfolio in Q2 2026, its #11 holding.
Schwartz Investment Counsel first reported a position in SharkNinja in Q3 2023 and has held it in 12 quarters since.
566 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.