Cetera Investment Advisers
SHAK icon

Cetera Investment Advisers’s Shake Shack SHAK Stock Holding History

Cetera Investment Advisers’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
Q1 		$516K Buy
5,830
+2,418
+71% +$222K ﹤0.01% 3487
2025
Q4 		$277K Buy
3,412
+417
+14% +$36.8K ﹤0.01% 3970
2025
Q3 		$280K Buy
2,995
+8
+0.3% +$919 ﹤0.01% 3884
2025
Q2 		$420K Sell
2,987
-1,832
-38% -$200K ﹤0.01% 3103
2025
Q1 		$425K Buy
4,819
+2,859
+146% +$310K ﹤0.01% 2975
2024
Q4 		$254K Buy
+1,960
New +$240K ﹤0.01% 3238
2024
Q2 		– Sell
-2,863
Closed -$298K – 3836
2024
Q1 		$298K Buy
+2,863
New +$251K ﹤0.01% 3044

Other funds holding SHAK

BlackRock
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
State Street
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
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