Next Level Wealth Planning’s Shake Shack SHAK Stock Holding History

Next Level Wealth Planning’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 Q3	$763	Buy	+13	New	+$828	﹤0.01%	498

Other funds holding SHAK

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Next Level Wealth Planning's SHAK Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Shake Shack (SHAK) in Q3 2026: 13 shares worth $763. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings.

149 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

Next Level Wealth Planning held 13 shares of Shake Shack worth $763 as of Q3 2026.
Shake Shack was a new Next Level Wealth Planning position in Q3 2026.
Shake Shack made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #498 holding.
149 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.