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Twin Peaks Wealth Advisors’s SharkNinja SN Stock Holding History

Twin Peaks Wealth 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 		$424 Buy
+4
New +$468 ﹤0.01% 2056
2025
Q3 		– Sell
-3
Closed -$350 – 1808
2025
Q2 		$350 Buy
+3
New +$259 ﹤0.01% 1975

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

Twin Peaks Wealth Advisors's SN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in SharkNinja (SN) in Q1 2026: 4 shares worth $424. The stake represents ﹤0.01% of the portfolio and ranks #2056 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SN in Q2 2025 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold SN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 4 shares of SharkNinja worth $424 as of Q1 2026.
  • SharkNinja was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • SharkNinja made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2056 holding.
  • Twin Peaks Wealth Advisors first reported a position in SharkNinja in Q2 2025 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held SharkNinja as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.