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GDS Wealth Management’s Shake Shack SHAK Stock Holding History

GDS Wealth Management’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 		$8.05M Buy
143,783
+21,520
+18% +$1.62M 0.38% 69
2026
Q1 		$10.8M Buy
122,263
+14,280
+13% +$1.31M 0.65% 61
2025
Q4 		$8.76M Sell
107,983
-26,902
-20% -$2.37M 0.55% 65
2025
Q3 		$12.6M Buy
134,885
+5,504
+4% +$632K 0.83% 50
2025
Q2 		$18.2M Buy
129,381
+43,219
+50% +$4.71M 1.33% 26
2025
Q1 		$7.6M Buy
86,162
+71,885
+504% +$7.8M 0.65% 48
2024
Q4 		$1.85M Buy
14,277
+10,239
+254% +$1.25M 0.17% 81
2024
Q3 		$417K Buy
+4,038
New +$389K 0.04% 123

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

GDS Wealth Management's SHAK Position: Q2 2026 in Review

GDS Wealth Management increased its Shake Shack (SHAK) stake by 18% in Q2 2026, buying an estimated $1.62M and bringing the position to 143,783 shares worth $8.05M. The position accounts for 0.38% of the portfolio, ranked #69.

GDS Wealth Management first reported a position in SHAK in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.2M in Q2 2025. 340 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • GDS Wealth Management held 143,783 shares of Shake Shack worth $8.05M as of Q2 2026.
  • GDS Wealth Management bought 21,520 Shake Shack shares in Q2 2026, an estimated $1.62M.
  • Shake Shack made up 0.38% of GDS Wealth Management's portfolio in Q2 2026, its #69 holding.
  • GDS Wealth Management first reported a position in Shake Shack in Q3 2024 and has held it in 8 quarters since.
  • GDS Wealth Management's Shake Shack position peaked at $18.2M in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.