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True Wealth Design’s SharkNinja SN Stock Holding History

True Wealth Design’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 		$5.79K Hold
38
– – ﹤0.01% 1276
2026
Q1 		$4.03K Buy
38
+1
+3% +$117 ﹤0.01% 1283
2025
Q4 		$4.14K Hold
37
– – ﹤0.01% 1168
2025
Q3 		$3.82K Buy
37
+1
+3% +$114 ﹤0.01% 1191
2025
Q2 		$3.56K Buy
36
+28
+350% +$2.42K ﹤0.01% 947
2025
Q1 		$668 Sell
8
-77
-91% -$7.84K ﹤0.01% 1436
2024
Q4 		$8.28K Buy
+85
New +$8.67K ﹤0.01% 448

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 $3.37T AUM 44.26% 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

True Wealth Design's SN Position: Q2 2026 in Review

True Wealth Design held its SharkNinja (SN) position steady in Q2 2026 at 38 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

True Wealth Design first reported a position in SN in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.28K in Q4 2024. 564 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • True Wealth Design held 38 shares of SharkNinja worth $5.79K as of Q2 2026.
  • True Wealth Design left its SharkNinja share count unchanged in Q2 2026.
  • SharkNinja made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1276 holding.
  • True Wealth Design first reported a position in SharkNinja in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's SharkNinja position peaked at $8.28K in Q4 2024.
  • 564 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.