SWM
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SHP Wealth Management’s SharkNinja SN Stock Holding History

SHP Wealth Management’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
Q1 		$1.91K Buy
18
+1
+6% +$117 ﹤0.01% 1288
2025
Q4 		$1.91K Buy
+17
New +$1.68K ﹤0.01% 1140

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

SHP Wealth Management's SN Position: Q1 2026 in Review

SHP Wealth Management increased its SharkNinja (SN) stake by 5.9% in Q1 2026, buying an estimated $117 and bringing the position to 18 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

SHP Wealth Management first reported a position in SN in Q4 2025 and has held it in 2 quarters since. 470 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • SHP Wealth Management held 18 shares of SharkNinja worth $1.91K as of Q1 2026.
  • SHP Wealth Management bought 1 SharkNinja share in Q1 2026, an estimated $117.
  • SharkNinja made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1288 holding.
  • SHP Wealth Management first reported a position in SharkNinja in Q4 2025 and has held it in 2 quarters since.
  • 470 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.