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Moneta Group Investment Advisors’s Shake Shack SHAK Stock Holding History

Moneta Group Investment 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
2025
Q3 		– Sell
-1,997
Closed -$281K – 807
2025
Q2 		$281K Buy
+1,997
New +$218K ﹤0.01% 579
2025
Q1 		– Sell
-2,400
Closed -$312K – 701
2024
Q4 		$312K Hold
2,400
– – ﹤0.01% 522
2024
Q3 		$248K Hold
2,400
– – ﹤0.01% 569
2024
Q2 		$216K Sell
2,400
-47
-2% -$4.59K ﹤0.01% 562
2024
Q1 		$255K Buy
+2,447
New +$214K ﹤0.01% 528
2018
Q2 		– Sell
-530
Closed -$22K – 600
2018
Q1 		$22K Buy
530
+500
+1,667% +$20.8K ﹤0.01% 396
2017
Q4 		$1K Buy
+30
New +$1.16K ﹤0.01% 437

Other funds holding SHAK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return