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Principal Securities’s Shake Shack SHAK Stock Holding History

Principal Securities’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
-239
Closed -$22.4K – 3154
2025
Q3 		$22.4K Buy
239
+135
+130% +$15.5K ﹤0.01% 2357
2025
Q2 		$14.6K Buy
104
+25
+32% +$2.72K ﹤0.01% 2471
2025
Q1 		$10.3K Hold
79
– – ﹤0.01% 2512
2024
Q4 		$10.3K Sell
79
-6
-7% -$735 ﹤0.01% 2508
2024
Q3 		$8.77K Buy
85
+6
+8% +$578 ﹤0.01% 2493
2024
Q2 		$7.11K Sell
79
-7
-8% -$683 ﹤0.01% 2528
2024
Q1 		$8.95K Buy
86
+16
+23% +$1.4K ﹤0.01% 2385
2023
Q4 		$5.19K Buy
+70
New +$4.29K ﹤0.01% 2520

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 $3.38T AUM 44.17% 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

Principal Securities's SHAK Position: Q4 2025 in Review

Principal Securities sold out of Shake Shack (SHAK) in Q4 2025, closing a stake of 239 shares — an estimated $22.4K sold.

Principal Securities first reported a position in SHAK in Q4 2023 and held it in 8 quarters. The position peaked at $22.4K in Q3 2025. 357 funds tracked by Wall St. Rank hold SHAK as of Q4 2025.

  • Principal Securities reported no remaining Shake Shack position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 239 Shake Shack shares in Q4 2025, an estimated $22.4K.
  • Principal Securities first reported a position in Shake Shack in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Shake Shack position peaked at $22.4K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held Shake Shack as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.