True Wealth Design
SN icon

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
Q3 		$7.38K Buy
41
+3
+8% +$507 ﹤0.01% 1192
2026
Q2 		$5.79K Hold
38
– – ﹤0.01% 1276
2026
Q1 		$4.02K 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

Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
CRB
Chad R. Baker $612M AUM 33.64% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

True Wealth Design's SN Position: Q3 2026 in Review

True Wealth Design increased its SharkNinja (SN) stake by 7.9% in Q3 2026, buying an estimated $507 and bringing the position to 41 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

True Wealth Design first reported a position in SN in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.28K in Q4 2024. 103 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • True Wealth Design held 41 shares of SharkNinja worth $7.38K as of Q3 2026.
  • True Wealth Design bought 3 SharkNinja shares in Q3 2026, an estimated $507.
  • SharkNinja made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1192 holding.
  • True Wealth Design first reported a position in SharkNinja in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's SharkNinja position peaked at $8.28K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.