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	–	599
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moneta Group Investment Advisors's SHAK Position: Q3 2025 in Review

Moneta Group Investment Advisors sold out of Shake Shack (SHAK) in Q3 2025, closing a stake of 1,997 shares — an estimated $281K sold.

Moneta Group Investment Advisors first reported a position in SHAK in Q4 2017 and held it in 7 quarters. The position peaked at $312K in Q4 2024. 354 funds tracked by Wall St. Rank hold SHAK as of Q3 2025.

Moneta Group Investment Advisors reported no remaining Shake Shack position as of Q3 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,997 Shake Shack shares in Q3 2025, an estimated $281K.
Moneta Group Investment Advisors first reported a position in Shake Shack in Q4 2017 and held it in 7 quarters.
Moneta Group Investment Advisors's Shake Shack position peaked at $312K in Q4 2024.
354 funds tracked by Wall St. Rank held Shake Shack as of Q3 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.