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Wealthspire Advisors (New York)’s SharkNinja SN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-18
Closed -$1.86K – 2601
2025
Q3 		$1.86K Buy
+18
New +$2.06K ﹤0.01% 2626

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 $103B AUM 28.65% 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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Wealthspire Advisors (New York)'s SN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SharkNinja (SN) in Q4 2025, closing a stake of 18 shares — an estimated $1.86K sold.

Wealthspire Advisors (New York) first reported a position in SN in Q3 2025 and held it in 1 quarter. The position peaked at $1.86K in Q3 2025. 429 funds tracked by Wall St. Rank hold SN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SharkNinja position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 18 SharkNinja shares in Q4 2025, an estimated $1.86K.
  • Wealthspire Advisors (New York) first reported a position in SharkNinja in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s SharkNinja position peaked at $1.86K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held SharkNinja as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.