Steward Partners Investment Advisory’s SharkNinja SN Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-4,927	Closed	-$522K	–	4847
2026 Q1	$522K	Buy	4,927 +96	+2%	+$11.2K	﹤0.01%	1504
2025 Q4	$541K	Buy	4,831 +3,896	+417%	+$384K	﹤0.01%	1381
2025 Q3	$96.4K	Buy	935 +39	+4%	+$4.45K	﹤0.01%	2254
2025 Q2	$88.7K	Sell	896 -36	-4%	-$3.11K	﹤0.01%	2189
2025 Q1	$77.7K	Buy	932 +897	+2,563%	+$91.3K	﹤0.01%	2161
2024 Q4	$3.41K	Sell	35 -23,480	-100%	-$2.4M	﹤0.01%	3486
2024 Q3	$2.56M	Buy	23,515 +20,173	+604%	+$1.75M	0.02%	549
2024 Q2	$251K	Buy	3,342 +1,065	+47%	+$75K	﹤0.01%	1348
2024 Q1	$142K	Buy	+2,277	New	+$120K	﹤0.01%	1593

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

Steward Partners Investment Advisory's SN Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of SharkNinja (SN) in Q2 2026, closing a stake of 4,927 shares — an estimated $522K sold.

Steward Partners Investment Advisory first reported a position in SN in Q1 2024 and held it in 9 quarters. The position peaked at $2.56M in Q3 2024. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Steward Partners Investment Advisory reported no remaining SharkNinja position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 4,927 SharkNinja shares in Q2 2026, an estimated $522K.
Steward Partners Investment Advisory first reported a position in SharkNinja in Q1 2024 and held it in 9 quarters.
Steward Partners Investment Advisory's SharkNinja position peaked at $2.56M in Q3 2024.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.