RWS
SHAK icon

Retirement Wealth Solutions’s Shake Shack SHAK Stock Holding History

Retirement Wealth Solutions’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 		$561 Sell
10
-1
-9% -$75 ﹤0.01% 725
2026
Q1 		$974 Sell
11
-1
-8% -$92 ﹤0.01% 642
2025
Q4 		$975 Buy
12
+3
+33% +$264 ﹤0.01% 588
2025
Q3 		$843 Buy
+9
New +$1.03K ﹤0.01% 591

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

Retirement Wealth Solutions's SHAK Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Shake Shack (SHAK) stake by 9.1% in Q2 2026, selling an estimated $75 and leaving 10 shares worth $561. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Retirement Wealth Solutions first reported a position in SHAK in Q3 2025 and has held it in 4 quarters since. The position peaked at $975 in Q4 2025. 340 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Retirement Wealth Solutions held 10 shares of Shake Shack worth $561 as of Q2 2026.
  • Retirement Wealth Solutions sold 1 Shake Shack share in Q2 2026, an estimated $75.
  • Shake Shack made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #725 holding.
  • Retirement Wealth Solutions first reported a position in Shake Shack in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Shake Shack position peaked at $975 in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.