Abound Wealth Management’s Shake Shack SHAK Stock Holding History

Abound Wealth Management’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 Q2	$57	Hold	1	–	–	﹤0.01%	1339
2026 Q1	$89	Sell	1 -1	-50%	-$92	﹤0.01%	1432
2025 Q4	$163	Hold	2	–	–	﹤0.01%	1261
2025 Q3	$188	Hold	2	–	–	﹤0.01%	1140
2025 Q2	$282	Hold	2	–	–	﹤0.01%	936
2025 Q1	$177	Sell	2 -1	-33%	-$109	﹤0.01%	1035
2024 Q4	$390	Hold	3	–	–	﹤0.01%	830
2024 Q3	$310	Hold	3	–	–	﹤0.01%	975
2024 Q2	$270	Sell	3 -2	-40%	-$195	﹤0.01%	1018
2024 Q1	$521	Hold	5	–	–	﹤0.01%	885
2023 Q4	$371	Hold	5	–	–	﹤0.01%	1059
2023 Q3	$291	Hold	5	–	–	﹤0.01%	1022
2023 Q2	$389	Buy	+5	New	+$321	﹤0.01%	941

Other funds holding SHAK

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return