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
Q2 		$3.21K Buy
21
+3
+17% +$359 ﹤0.01% 1266
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 $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 $3.38T AUM 44.17% 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

SHP Wealth Management's SN Position: Q2 2026 in Review

SHP Wealth Management increased its SharkNinja (SN) stake by 17% in Q2 2026, buying an estimated $359 and bringing the position to 21 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

SHP Wealth Management first reported a position in SN in Q4 2025 and has held it in 3 quarters since. 569 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • SHP Wealth Management held 21 shares of SharkNinja worth $3.21K as of Q2 2026.
  • SHP Wealth Management bought 3 SharkNinja shares in Q2 2026, an estimated $359.
  • SharkNinja made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1266 holding.
  • SHP Wealth Management first reported a position in SharkNinja in Q4 2025 and has held it in 3 quarters since.
  • 569 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.