Cerity Partners
SHAK icon

Cerity Partners’s Shake Shack SHAK Stock Holding History

Cerity Partners’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 		$309K Buy
+5,512
New +$415K ﹤0.01% 2771
2025
Q4 		– Sell
-2,806
Closed -$263K – 3000
2025
Q3 		$263K Sell
2,806
-2,840
-50% -$326K ﹤0.01% 2364
2025
Q2 		$794K Buy
5,646
+1,905
+51% +$207K ﹤0.01% 1625
2025
Q1 		$330K Buy
3,741
+994
+36% +$108K ﹤0.01% 1976
2024
Q4 		$289K Sell
2,747
-912
-25% -$112K ﹤0.01% 2053
2024
Q3 		$378K Buy
+3,659
New +$352K ﹤0.01% 1932
2024
Q2 		– Sell
-4,809
Closed -$500K – 2394
2024
Q1 		$500K Buy
+4,809
New +$421K ﹤0.01% 1595

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's SHAK Position: Q2 2026 in Review

Cerity Partners opened a new position in Shake Shack (SHAK) in Q2 2026: 5,512 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #2771 among its holdings. This is a return to the name: Cerity Partners previously reported a position in SHAK as recently as Q3 2025.

Cerity Partners first reported a position in SHAK in Q1 2024 and has held it in 7 quarters since. The position peaked at $794K in Q2 2025. 293 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Cerity Partners held 5,512 shares of Shake Shack worth $309K as of Q2 2026.
  • Shake Shack was a new Cerity Partners position in Q2 2026.
  • Shake Shack made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2771 holding.
  • Cerity Partners first reported a position in Shake Shack in Q1 2024 and has held it in 7 quarters since.
  • Cerity Partners's Shake Shack position peaked at $794K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.