DiNuzzo Private Wealth’s Shake Shack SHAK Stock Holding History

DiNuzzo Private Wealth’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	–	Sell	-4	Closed	-$354	–	1371
2026 Q1	$354	Buy	+4	New	+$368	﹤0.01%	1163
2025 Q4	–	Sell	-5	Closed	-$530	–	1399
2025 Q3	$530	Sell	5 -1	-17%	-$115	﹤0.01%	1075
2025 Q2	$844	Buy	6 +5	+500%	+$545	﹤0.01%	902
2025 Q1	$89	Sell	1 -3	-75%	-$326	﹤0.01%	1304
2024 Q4	$520	Buy	+4	New	+$490	﹤0.01%	1071
2024 Q3	–	Sell	-1	Closed	-$90	–	1466
2024 Q2	$90	Buy	+1	New	+$98	﹤0.01%	1353

Other funds holding SHAK

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return