JFS Wealth Advisors’s Shake Shack SHAK Stock Holding History

JFS Wealth Advisors’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	$785	Buy	14 +3	+27%	+$226	﹤0.01%	1865
2026 Q1	$974	Buy	11 +4	+57%	+$368	﹤0.01%	1678
2025 Q4	$569	Buy	7 +4	+133%	+$353	﹤0.01%	1782
2025 Q3	$281	Sell	3 -3	-50%	-$345	﹤0.01%	1817
2025 Q2	$844	Sell	6 -5	-45%	-$545	﹤0.01%	1608
2025 Q1	$970	Hold	11	–	–	﹤0.01%	1652
2024 Q4	$1.43K	Hold	11	–	–	﹤0.01%	1597
2024 Q3	$1.14K	Buy	11 +4	+57%	+$385	﹤0.01%	1667
2024 Q2	$630	Buy	7 +4	+133%	+$390	﹤0.01%	1769
2024 Q1	$313	Hold	3	–	–	﹤0.01%	1855
2023 Q4	$223	Sell	3 -1	-25%	-$61	﹤0.01%	1893
2023 Q3	$233	Hold	4	–	–	﹤0.01%	1843
2023 Q2	$311	Buy	4 +2	+100%	+$128	﹤0.01%	1827
2023 Q1	$111	Hold	2	–	–	﹤0.01%	1882
2022 Q4	$83	Sell	2 -3	-60%	-$146	﹤0.01%	1894
2022 Q3	$0	Buy	5 +4	+400%	+$192	﹤0.01%	1912
2022 Q2	$0	Buy	+1	New	+$51	﹤0.01%	1918

Other funds holding SHAK

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return