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Summit Trail Advisors’s SharkNinja SN Stock Holding History

Summit Trail Advisors’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 		$327K Sell
2,145
-4,267
-67% -$511K ﹤0.01% 1329
2026
Q1 		$679K Sell
6,412
-707
-10% -$82.7K 0.01% 1073
2025
Q4 		$797K Buy
7,119
+1,165
+20% +$115K 0.01% 920
2025
Q3 		$614K Buy
5,954
+2,845
+92% +$325K 0.01% 1016
2025
Q2 		$308K Buy
+3,109
New +$269K 0.01% 908

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

Summit Trail Advisors's SN Position: Q2 2026 in Review

Summit Trail Advisors reduced its SharkNinja (SN) stake by 67% in Q2 2026, selling an estimated $511K and leaving 2,145 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Summit Trail Advisors first reported a position in SN in Q2 2025 and has held it in 5 quarters since. The position peaked at $797K in Q4 2025. 569 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Summit Trail Advisors held 2,145 shares of SharkNinja worth $327K as of Q2 2026.
  • Summit Trail Advisors sold 4,267 SharkNinja shares in Q2 2026, an estimated $511K.
  • SharkNinja made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1329 holding.
  • Summit Trail Advisors first reported a position in SharkNinja in Q2 2025 and has held it in 5 quarters since.
  • Summit Trail Advisors's SharkNinja position peaked at $797K in Q4 2025.
  • 569 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.