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Gilpin Wealth Management’s Shake Shack SHAK Stock Holding History

Gilpin 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
Q3 		$353 Buy
6
+2
+50% +$127 ﹤0.01% 954
2026
Q2 		$225 Sell
4
-2
-33% -$151 ﹤0.01% 890
2026
Q1 		$531 Buy
6
+3
+100% +$276 ﹤0.01% 596
2025
Q4 		$244 Buy
+3
New +$264 ﹤0.01% 607

Other funds holding SHAK

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's SHAK Position: Q3 2026 in Review

Gilpin Wealth Management increased its Shake Shack (SHAK) stake by 50% in Q3 2026, buying an estimated $127 and bringing the position to 6 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Gilpin Wealth Management first reported a position in SHAK in Q4 2025 and has held it in 4 quarters since. The position peaked at $531 in Q1 2026. 15 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Shake Shack worth $353 as of Q3 2026.
  • Gilpin Wealth Management bought 2 Shake Shack shares in Q3 2026, an estimated $127.
  • Shake Shack made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #954 holding.
  • Gilpin Wealth Management first reported a position in Shake Shack in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Shake Shack position peaked at $531 in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.