Toth Financial Advisory’s SharkNinja SN Stock Holding History

Toth Financial 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 Q3	$1.53M	Buy	8,471 +161	+2%	+$27.2K	0.15%	114
2026 Q2	$1.27M	Buy	8,310 +5,185	+166%	+$621K	0.12%	131
2026 Q1	$331K	Buy	+3,125	New	+$366K	0.04%	183

Other funds holding SN

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Toth Financial Advisory's SN Position: Q3 2026 in Review

Toth Financial Advisory increased its SharkNinja (SN) stake by 1.9% in Q3 2026, buying an estimated $27.2K and bringing the position to 8,471 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #114.

Toth Financial Advisory first reported a position in SN in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold SN as of Q3 2026.

Toth Financial Advisory held 8,471 shares of SharkNinja worth $1.53M as of Q3 2026.
Toth Financial Advisory bought 161 SharkNinja shares in Q3 2026, an estimated $27.2K.
SharkNinja made up 0.15% of Toth Financial Advisory's portfolio in Q3 2026, its #114 holding.
Toth Financial Advisory first reported a position in SharkNinja in Q1 2026 and has held it in 3 quarters since.
15 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.