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Root Financial Partners’s Shake Shack SHAK Stock Holding History

Root Financial Partners’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 		– Sell
-159
Closed -$14.1K – 2692
2026
Q1 		$14.1K Buy
159
+31
+24% +$2.85K ﹤0.01% 1522
2025
Q4 		$10.4K Sell
128
-41
-24% -$3.62K ﹤0.01% 1478
2025
Q3 		$15.8K Buy
+169
New +$19.4K ﹤0.01% 1231

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

Root Financial Partners's SHAK Position: Q2 2026 in Review

Root Financial Partners sold out of Shake Shack (SHAK) in Q2 2026, closing a stake of 159 shares — an estimated $14.1K sold.

Root Financial Partners first reported a position in SHAK in Q3 2025 and held it in 3 quarters. The position peaked at $15.8K in Q3 2025. 339 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Root Financial Partners reported no remaining Shake Shack position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 159 Shake Shack shares in Q2 2026, an estimated $14.1K.
  • Root Financial Partners first reported a position in Shake Shack in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Shake Shack position peaked at $15.8K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.