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Clearstead Advisors’s Shake Shack SHAK Stock Holding History

Clearstead Advisors’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 		$1.34K Buy
24
+4
+20% +$301 ﹤0.01% 2612
2026
Q1 		$1.77K Sell
20
-1
-5% -$92 ﹤0.01% 1928
2025
Q4 		$1.71K Sell
21
-93
-82% -$8.2K ﹤0.01% 2159
2025
Q3 		$10.7K Sell
114
-83
-42% -$9.54K ﹤0.01% 1912
2025
Q2 		$27.7K Buy
197
+101
+105% +$11K ﹤0.01% 1494
2025
Q1 		$8.46K Buy
96
+15
+19% +$1.63K ﹤0.01% 1647
2024
Q4 		$10.5K Buy
81
+61
+305% +$7.47K ﹤0.01% 1558
2024
Q3 		$2.06K Hold
20
– – ﹤0.01% 1834
2024
Q2 		$1.8K Buy
20
+10
+100% +$976 ﹤0.01% 1825
2024
Q1 		$1.02K Buy
+10
New +$875 ﹤0.01% 1401

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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

Clearstead Advisors's SHAK Position: Q2 2026 in Review

Clearstead Advisors increased its Shake Shack (SHAK) stake by 20% in Q2 2026, buying an estimated $301 and bringing the position to 24 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Clearstead Advisors first reported a position in SHAK in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.7K in Q2 2025. 338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Clearstead Advisors held 24 shares of Shake Shack worth $1.34K as of Q2 2026.
  • Clearstead Advisors bought 4 Shake Shack shares in Q2 2026, an estimated $301.
  • Shake Shack made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2612 holding.
  • Clearstead Advisors first reported a position in Shake Shack in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Shake Shack position peaked at $27.7K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.