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Summit Securities Group’s SharkNinja SN Stock Holding History

Summit Securities Group’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 		– Sell
-1
Closed -$112 – 1344
2025
Q4 		$112 Sell
1
-2
-67% -$197 ﹤0.01% 968
2025
Q3 		$309 Buy
+3
New +$343 ﹤0.01% 970

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.05B AUM 71.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Summit Securities Group's SN Position: Q1 2026 in Review

Summit Securities Group sold out of SharkNinja (SN) in Q1 2026, closing a stake of 1 share — an estimated $112 sold.

Summit Securities Group first reported a position in SN in Q3 2025 and held it in 2 quarters. The position peaked at $309 in Q3 2025. 471 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Summit Securities Group reported no remaining SharkNinja position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1 SharkNinja share in Q1 2026, an estimated $112.
  • Summit Securities Group first reported a position in SharkNinja in Q3 2025 and held it in 2 quarters.
  • Summit Securities Group's SharkNinja position peaked at $309 in Q3 2025.
  • 471 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.