Summit Financial’s SharkNinja SN Stock Holding History

Summit Financial’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	$2.48M	Buy	16,257 +4	+0%	+$479	0.03%	575
2026 Q1	$1.72M	Buy	+16,253	New	+$1.9M	0.02%	619

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

Summit Financial's SN Position: Q2 2026 in Review

Summit Financial increased its SharkNinja (SN) stake by 0.02% in Q2 2026, buying an estimated $479 and bringing the position to 16,257 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #575.

Summit Financial first reported a position in SN in Q1 2026 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Summit Financial held 16,257 shares of SharkNinja worth $2.48M as of Q2 2026.
Summit Financial bought 4 SharkNinja shares in Q2 2026, an estimated $479.
SharkNinja made up 0.03% of Summit Financial's portfolio in Q2 2026, its #575 holding.
Summit Financial first reported a position in SharkNinja in Q1 2026 and has held it in 2 quarters since.
564 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.