Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BIA
Bell Investment Advisors’s
Shake Shack
SHAK
Stock Holding History
Bell Investment Advisors’s Portfolio
SHAK Stock Details
SHAK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.77K
Hold
20
–
–
﹤0.01%
1372
2025
Q4
$1.62K
Sell
20
-6
-23%
-$529
﹤0.01%
1414
2025
Q3
$2.43K
Hold
26
–
–
﹤0.01%
1265
2025
Q2
$3.66K
Buy
26
+6
+30%
+$654
﹤0.01%
1129
2025
Q1
$1.76K
Hold
20
–
–
﹤0.01%
1350
2024
Q4
$2.6K
Hold
20
–
–
﹤0.01%
1227
2024
Q3
$2.06K
Hold
20
–
–
﹤0.01%
1348
2024
Q2
$1.8K
Hold
20
–
–
﹤0.01%
1398
2024
Q1
$2.08K
Hold
20
–
–
﹤0.01%
1343
2023
Q4
$1.48K
Hold
20
–
–
﹤0.01%
1453
2023
Q3
$1.16K
Hold
20
–
–
﹤0.01%
1514
2023
Q2
$1.55K
Hold
20
–
–
﹤0.01%
1419
2023
Q1
$1.11K
Hold
20
–
–
﹤0.01%
1523
2022
Q4
$831
Hold
20
–
–
﹤0.01%
1639
2022
Q3
$1K
Sell
20
-21
-51%
-$1.01K
﹤0.01%
1564
2022
Q2
$2K
Buy
+41
New
+$2.09K
﹤0.01%
1228
2021
Q4
$1K
Sell
20
-6
-23%
-$456
﹤0.01%
1594
2021
Q3
$2K
Buy
+26
New
+$2.37K
﹤0.01%
1151
Other funds holding SHAK
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
1WCM
12 West Capital Management
New York
$592M AUM
40.75%
1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co
New York
$8.34B AUM
46.58%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
ACM
Anomaly Capital Management
New York
$1.65B AUM
26.47%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close