MPWT
SHAK icon

MassMutual Private Wealth & Trust’s Shake Shack SHAK Stock Holding History

MassMutual Private Wealth & Trust’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 		$5.15K Sell
92
-31
-25% -$2.33K ﹤0.01% 1666
2026
Q1 		$10.9K Sell
123
-14
-10% -$1.29K ﹤0.01% 1333
2025
Q4 		$11.1K Buy
137
+22
+19% +$1.94K ﹤0.01% 1336
2025
Q3 		$10.8K Hold
115
– – ﹤0.01% 1371
2025
Q2 		$16.2K Sell
115
-53
-32% -$5.77K ﹤0.01% 1183
2025
Q1 		$14.8K Buy
168
+91
+118% +$9.88K ﹤0.01% 1149
2024
Q4 		$9.99K Hold
77
– – ﹤0.01% 1262
2024
Q3 		$7.95K Sell
77
-25
-25% -$2.41K ﹤0.01% 1198
2024
Q2 		$9.18K Buy
102
+9
+10% +$878 ﹤0.01% 1122
2024
Q1 		$9.68K Buy
93
+2
+2% +$175 ﹤0.01% 1053
2023
Q4 		$6.75K Buy
91
+4
+5% +$245 ﹤0.01% 1153
2023
Q3 		$5.05K Hold
87
– – ﹤0.01% 1248
2023
Q2 		$6.76K Hold
87
– – ﹤0.01% 1100
2023
Q1 		$4.83K Buy
87
+31
+55% +$1.71K ﹤0.01% 1161
2022
Q4 		$2K Buy
56
+21
+60% +$1.02K ﹤0.01% 1324
2022
Q3 		$2K Buy
35
+19
+119% +$912 ﹤0.01% 1282
2022
Q2 		$1K Sell
16
-14
-47% -$714 ﹤0.01% 1404
2022
Q1 		$2K Buy
+30
New +$2.06K ﹤0.01% 1197

Other funds holding SHAK

WA
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
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
DC
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
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return