Sigma Planning Corp’s SharkNinja SN Stock Holding History

Sigma Planning Corp’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	–	Sell	-13,500	Closed	-$1.13M	–	1331
2025 Q1	$1.13M	Buy	+13,500	New	+$1.37M	0.04%	453

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Sigma Planning Corp's SN Position: Q2 2025 in Review

Sigma Planning Corp sold out of SharkNinja (SN) in Q2 2025, closing a stake of 13,500 shares — an estimated $1.13M sold.

Sigma Planning Corp first reported a position in SN in Q1 2025 and held it in 1 quarter. The position peaked at $1.13M in Q1 2025. 371 funds tracked by Wall St. Rank hold SN as of Q2 2025.

Sigma Planning Corp reported no remaining SharkNinja position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 13,500 SharkNinja shares in Q2 2025, an estimated $1.13M.
Sigma Planning Corp first reported a position in SharkNinja in Q1 2025 and held it in 1 quarter.
Sigma Planning Corp's SharkNinja position peaked at $1.13M in Q1 2025.
371 funds tracked by Wall St. Rank held SharkNinja as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.