Yorktown Management & Research Company’s SharkNinja SN Stock Holding History

Yorktown Management & Research Company’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 Q2	$533K	Hold	3,500	–	–	0.33%	114
2026 Q1	$371K	Hold	3,500	–	–	0.31%	121
2025 Q4	$392K	Hold	3,500	–	–	0.31%	126
2025 Q3	$361K	Hold	3,500	–	–	0.29%	141
2025 Q2	$346K	Hold	3,500	–	–	0.33%	138
2025 Q1	$292K	Hold	3,500	–	–	0.32%	152
2024 Q4	$341K	Hold	3,500	–	–	0.33%	151
2024 Q3	$380K	Buy	+3,500	New	+$304K	0.39%	126

Other funds holding SN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Yorktown Management & Research Company's SN Position: Q2 2026 in Review

Yorktown Management & Research Company held its SharkNinja (SN) position steady in Q2 2026 at 3,500 shares worth $533K. The position accounts for 0.33% of the portfolio, ranked #114.

Yorktown Management & Research Company first reported a position in SN in Q3 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Yorktown Management & Research Company held 3,500 shares of SharkNinja worth $533K as of Q2 2026.
Yorktown Management & Research Company left its SharkNinja share count unchanged in Q2 2026.
SharkNinja made up 0.33% of Yorktown Management & Research Company's portfolio in Q2 2026, its #114 holding.
Yorktown Management & Research Company first reported a position in SharkNinja in Q3 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.