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Wedmont Private Capital’s SharkNinja SN Stock Holding History

Wedmont Private Capital’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 		$1.19M Buy
6,461
+1,371
+27% +$232K 0.03% 338
2026
Q2 		$777K Buy
5,090
+691
+16% +$82.8K 0.02% 414
2026
Q1 		$492K Buy
4,399
+596
+16% +$69.7K 0.02% 496
2025
Q4 		$448K Buy
+3,803
New +$375K 0.02% 522

Other funds holding SN

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedmont Private Capital's SN Position: Q3 2026 in Review

Wedmont Private Capital increased its SharkNinja (SN) stake by 27% in Q3 2026, buying an estimated $232K and bringing the position to 6,461 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #338.

Wedmont Private Capital first reported a position in SN in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SN as of Q3 2026.

  • Wedmont Private Capital held 6,461 shares of SharkNinja worth $1.19M as of Q3 2026.
  • Wedmont Private Capital bought 1,371 SharkNinja shares in Q3 2026, an estimated $232K.
  • SharkNinja made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #338 holding.
  • Wedmont Private Capital first reported a position in SharkNinja in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held SharkNinja as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.