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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's SHAK Position: Q2 2026 in Review

Abound Wealth Management held its Shake Shack (SHAK) position steady in Q2 2026 at 1 share worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Abound Wealth Management first reported a position in SHAK in Q2 2023 and has held it in 13 quarters since. The position peaked at $521 in Q1 2024. 340 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

Abound Wealth Management held 1 share of Shake Shack worth $57 as of Q2 2026.
Abound Wealth Management left its Shake Shack share count unchanged in Q2 2026.
Shake Shack made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1339 holding.
Abound Wealth Management first reported a position in Shake Shack in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Shake Shack position peaked at $521 in Q1 2024.
340 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.