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Integrated Wealth Concepts’s Shake Shack SHAK Stock Holding History

Integrated Wealth Concepts’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 		$47K Buy
+839
New +$63.2K ﹤0.01% 3410

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

Integrated Wealth Concepts's SHAK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Shake Shack (SHAK) in Q2 2026: 839 shares worth $47K. The stake represents ﹤0.01% of the portfolio and ranks #3410 among its holdings.

338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Integrated Wealth Concepts held 839 shares of Shake Shack worth $47K as of Q2 2026.
  • Shake Shack was a new Integrated Wealth Concepts position in Q2 2026.
  • Shake Shack made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3410 holding.
  • 338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.