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Sequoia Financial Advisors’s SharkNinja SN Stock Holding History

Sequoia Financial Advisors’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 		$329K Sell
2,161
-549
-20% -$65.8K ﹤0.01% 1611
2026
Q1 		$287K Buy
2,710
+58
+2% +$6.79K ﹤0.01% 1599
2025
Q4 		$297K Buy
+2,652
New +$261K ﹤0.01% 1568

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

Sequoia Financial Advisors's SN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its SharkNinja (SN) stake by 20% in Q2 2026, selling an estimated $65.8K and leaving 2,161 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Sequoia Financial Advisors first reported a position in SN in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Sequoia Financial Advisors held 2,161 shares of SharkNinja worth $329K as of Q2 2026.
  • Sequoia Financial Advisors sold 549 SharkNinja shares in Q2 2026, an estimated $65.8K.
  • SharkNinja made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1611 holding.
  • Sequoia Financial Advisors first reported a position in SharkNinja in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.