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Williamson Legacy Group’s SharkNinja SN Stock Holding History

Williamson Legacy Group’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
Q2 		– Sell
-7,080
Closed -$591K – 132
2025
Q1 		$591K Buy
7,080
+1,150
+19% +$117K 0.56% 76
2024
Q4 		$577K Buy
5,930
+3,099
+109% +$316K 0.38% 83
2024
Q3 		$308K Buy
+2,831
New +$246K 0.21% 95

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Williamson Legacy Group's SN Position: Q2 2025 in Review

Williamson Legacy Group sold out of SharkNinja (SN) in Q2 2025, closing a stake of 7,080 shares — an estimated $591K sold.

Williamson Legacy Group first reported a position in SN in Q3 2024 and held it in 3 quarters. The position peaked at $591K in Q1 2025. 371 funds tracked by Wall St. Rank hold SN as of Q2 2025.

  • Williamson Legacy Group reported no remaining SharkNinja position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 7,080 SharkNinja shares in Q2 2025, an estimated $591K.
  • Williamson Legacy Group first reported a position in SharkNinja in Q3 2024 and held it in 3 quarters.
  • Williamson Legacy Group's SharkNinja position peaked at $591K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held SharkNinja as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.