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Private Wealth Management Group’s Shake Shack SHAK Stock Holding History

Private Wealth Management Group’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
Q2 		$5.6K Buy
+100
New +$7.53K ﹤0.01% 807

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's SHAK Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Shake Shack (SHAK) in Q2 2026: 100 shares worth $5.6K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings.

338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Private Wealth Management Group held 100 shares of Shake Shack worth $5.6K as of Q2 2026.
  • Shake Shack was a new Private Wealth Management Group position in Q2 2026.
  • Shake Shack made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #807 holding.
  • 338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.