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GeoWealth Management’s Shake Shack SHAK Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-9
Closed -$1.17K – 1692
2024
Q4 		$1.17K Hold
9
– – ﹤0.01% 1686
2024
Q3 		$929 Buy
+9
New +$867 ﹤0.01% 1601
2019
Q4 		– Sell
-2,722
Closed -$267K – 191
2019
Q3 		$267K Buy
+2,722
New +$240K 0.06% 167

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

GeoWealth Management's SHAK Position: Q1 2025 in Review

GeoWealth Management sold out of Shake Shack (SHAK) in Q1 2025, closing a stake of 9 shares — an estimated $1.17K sold.

GeoWealth Management first reported a position in SHAK in Q3 2019 and held it in 3 quarters. The position peaked at $267K in Q3 2019. 368 funds tracked by Wall St. Rank hold SHAK as of Q1 2025.

  • GeoWealth Management reported no remaining Shake Shack position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 9 Shake Shack shares in Q1 2025, an estimated $1.17K.
  • GeoWealth Management first reported a position in Shake Shack in Q3 2019 and held it in 3 quarters.
  • GeoWealth Management's Shake Shack position peaked at $267K in Q3 2019.
  • 368 funds tracked by Wall St. Rank held Shake Shack as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.