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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
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 $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Summit Trail Advisors's SN Position: Q1 2026 in Review

Summit Trail Advisors reduced its SharkNinja (SN) stake by 9.9% in Q1 2026, selling an estimated $82.7K and leaving 6,412 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #1073.

Summit Trail Advisors first reported a position in SN in Q2 2025 and has held it in 4 quarters since. The position peaked at $797K in Q4 2025. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Summit Trail Advisors held 6,412 shares of SharkNinja worth $679K as of Q1 2026.
  • Summit Trail Advisors sold 707 SharkNinja shares in Q1 2026, an estimated $82.7K.
  • SharkNinja made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1073 holding.
  • Summit Trail Advisors first reported a position in SharkNinja in Q2 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's SharkNinja position peaked at $797K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.