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Foundations Investment Advisors’s Shake Shack SHAK Stock Holding History

Foundations Investment 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
2025
Q3 		– Sell
-2,012
Closed -$283K – 1088
2025
Q2 		$283K Buy
+2,012
New +$219K ﹤0.01% 763

Other funds holding SHAK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foundations Investment Advisors's SHAK Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Shake Shack (SHAK) in Q3 2025, closing a stake of 2,012 shares — an estimated $283K sold.

Foundations Investment Advisors first reported a position in SHAK in Q2 2025 and held it in 1 quarter. The position peaked at $283K in Q2 2025. 354 funds tracked by Wall St. Rank hold SHAK as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Shake Shack position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,012 Shake Shack shares in Q3 2025, an estimated $283K.
  • Foundations Investment Advisors first reported a position in Shake Shack in Q2 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Shake Shack position peaked at $283K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held Shake Shack as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.