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Oxler Private Wealth’s Shake Shack SHAK Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-2,356
Closed -$221K – 91
2025
Q3 		$221K Sell
2,356
-217
-8% -$24.9K 0.06% 85
2025
Q2 		$362K Hold
2,573
– – 0.11% 69
2025
Q1 		$227K Hold
2,573
– – 0.08% 80
2024
Q4 		$334K Sell
2,573
-127
-5% -$15.6K 0.11% 72
2024
Q3 		$279K Sell
2,700
-211
-7% -$20.3K 0.1% 78
2024
Q2 		$262K Sell
2,911
-89
-3% -$8.68K 0.1% 77
2024
Q1 		$312K Sell
3,000
-338
-10% -$29.6K 0.12% 73
2023
Q4 		$247K Buy
+3,338
New +$205K 0.21% 67
2023
Q3 		– Sell
-3,619
Closed -$281K – 90
2023
Q2 		$281K Sell
3,619
-193
-5% -$12.4K 0.13% 83
2023
Q1 		$212K Buy
+3,812
New +$210K 0.1% 90
2022
Q4 		– Sell
-5,176
Closed -$233K – 292
2022
Q3 		$233K Sell
5,176
-14,158
-73% -$680K 0.13% 92
2022
Q2 		$763K Hold
19,334
– – 0.37% 63
2022
Q1 		$1.31M Sell
19,334
-5,012
-21% -$345K 0.59% 49
2021
Q4 		$1.76M Buy
24,346
+8,782
+56% +$668K 0.73% 39
2021
Q3 		$1.22M Sell
15,564
-7,937
-34% -$722K 0.54% 55
2021
Q2 		$2.52M Buy
+23,501
New +$2.37M 1.1% 21

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oxler Private Wealth's SHAK Position: Q4 2025 in Review

Oxler Private Wealth sold out of Shake Shack (SHAK) in Q4 2025, closing a stake of 2,356 shares — an estimated $221K sold.

Oxler Private Wealth first reported a position in SHAK in Q2 2021 and held it in 16 quarters. The position peaked at $2.52M in Q2 2021. 357 funds tracked by Wall St. Rank hold SHAK as of Q4 2025.

  • Oxler Private Wealth reported no remaining Shake Shack position as of Q4 2025 after selling out during the quarter.
  • Oxler Private Wealth sold 2,356 Shake Shack shares in Q4 2025, an estimated $221K.
  • Oxler Private Wealth first reported a position in Shake Shack in Q2 2021 and held it in 16 quarters.
  • Oxler Private Wealth's Shake Shack position peaked at $2.52M in Q2 2021.
  • 357 funds tracked by Wall St. Rank held Shake Shack as of Q4 2025.

Based on Oxler Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.