GI
SHAK icon

Gradient Investments’s Shake Shack SHAK Stock Holding History

Gradient Investments’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 		$1.28M Sell
21,764
-1,011
-4% -$64.4K 0.02% 298
2026
Q2 		$1.28M Buy
22,775
+2,858
+14% +$215K 0.02% 305
2026
Q1 		$1.76M Buy
+19,917
New +$1.83M 0.03% 265

Other funds holding SHAK

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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments's SHAK Position: Q3 2026 in Review

Gradient Investments reduced its Shake Shack (SHAK) stake by 4.4% in Q3 2026, selling an estimated $64.4K and leaving 21,764 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #298.

Gradient Investments first reported a position in SHAK in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.76M in Q1 2026. 15 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

  • Gradient Investments held 21,764 shares of Shake Shack worth $1.28M as of Q3 2026.
  • Gradient Investments sold 1,011 Shake Shack shares in Q3 2026, an estimated $64.4K.
  • Shake Shack made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #298 holding.
  • Gradient Investments first reported a position in Shake Shack in Q1 2026 and has held it in 3 quarters since.
  • Gradient Investments's Shake Shack position peaked at $1.76M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.