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Rise Advisors’s Shake Shack SHAK Stock Holding History

Rise Advisors’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
-88
Closed -$8.24K – 1200
2025
Q3 		$8.24K Hold
88
– – ﹤0.01% 1076
2025
Q2 		$12.4K Hold
88
– – ﹤0.01% 863
2025
Q1 		$7.76K Sell
88
-38
-30% -$4.12K ﹤0.01% 1116
2024
Q4 		$16.4K Hold
126
– – 0.01% 779
2024
Q3 		$13K Hold
126
– – 0.01% 939
2024
Q2 		$11.3K Hold
126
– – 0.01% 966
2024
Q1 		$13.1K Buy
+126
New +$11K 0.01% 954

Other funds holding SHAK

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return