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EverSource Wealth Advisors’s Shake Shack SHAK Stock Holding History

EverSource Wealth 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 		$22.4K Buy
399
+362
+978% +$27.3K ﹤0.01% 2352
2026
Q1 		$3.27K Buy
37
+26
+236% +$2.39K ﹤0.01% 3459
2025
Q4 		$893 Sell
11
-133
-92% -$11.7K ﹤0.01% 3736
2025
Q3 		$13.5K Sell
144
-12
-8% -$1.38K ﹤0.01% 2646
2025
Q2 		$21.9K Buy
156
+63
+68% +$6.86K ﹤0.01% 2222
2025
Q1 		$8.2K Buy
93
+12
+15% +$1.3K ﹤0.01% 2222
2024
Q4 		$10.5K Buy
81
+14
+21% +$1.72K ﹤0.01% 1964
2024
Q3 		$6.92K Hold
67
– – ﹤0.01% 2070
2024
Q2 		$5.87K Sell
67
-2
-3% -$195 ﹤0.01% 2162
2024
Q1 		$7.3K Buy
69
+2
+3% +$175 ﹤0.01% 1849
2023
Q4 		$4.97K Sell
67
-22
-25% -$1.35K ﹤0.01% 1861
2023
Q3 		$5.17K Hold
89
– – ﹤0.01% 1699
2023
Q2 		$6.92K Hold
89
– – ﹤0.01% 1595
2023
Q1 		$4.94K Sell
89
-39
-30% -$2.15K ﹤0.01% 1649
2022
Q4 		$5.32K Hold
128
– – ﹤0.01% 1571
2022
Q3 		$6K Buy
128
+89
+228% +$4.27K ﹤0.01% 1316
2022
Q2 		$2K Buy
+39
New +$1.99K ﹤0.01% 1559

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

EverSource Wealth Advisors's SHAK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Shake Shack (SHAK) stake by 978% in Q2 2026, buying an estimated $27.3K and bringing the position to 399 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

EverSource Wealth Advisors first reported a position in SHAK in Q2 2022 and has held it in 17 quarters since. 338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • EverSource Wealth Advisors held 399 shares of Shake Shack worth $22.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 362 Shake Shack shares in Q2 2026, an estimated $27.3K.
  • Shake Shack made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2352 holding.
  • EverSource Wealth Advisors first reported a position in Shake Shack in Q2 2022 and has held it in 17 quarters since.
  • 338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.