Superior Planning, LLC’s Shake Shack SHAK Stock Holding History

Superior Planning, LLC’s Portfolio SHAK Stock Details SHAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.23K	Buy	+21	New	+$1.34K	﹤0.01%	1709

Other funds holding SHAK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Superior Planning, LLC's SHAK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Shake Shack (SHAK) in Q3 2026: 21 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #1709 among its holdings.

223 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

Superior Planning, LLC held 21 shares of Shake Shack worth $1.23K as of Q3 2026.
Shake Shack was a new Superior Planning, LLC position in Q3 2026.
Shake Shack made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1709 holding.
223 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.