SageView Advisory Group’s Shake Shack SHAK Stock Holding History

SageView Advisory 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 Q1	–	Sell	-240	Closed	-$19.5K	–	2101
2025 Q4	$19.5K	Buy	+240	New	+$21.2K	﹤0.01%	1461

Other funds holding SHAK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

SageView Advisory Group's SHAK Position: Q1 2026 in Review

SageView Advisory Group sold out of Shake Shack (SHAK) in Q1 2026, closing a stake of 240 shares — an estimated $19.5K sold.

SageView Advisory Group first reported a position in SHAK in Q4 2025 and held it in 1 quarter. The position peaked at $19.5K in Q4 2025. 371 funds tracked by Wall St. Rank hold SHAK as of Q1 2026.

SageView Advisory Group reported no remaining Shake Shack position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 240 Shake Shack shares in Q1 2026, an estimated $19.5K.
SageView Advisory Group first reported a position in Shake Shack in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Shake Shack position peaked at $19.5K in Q4 2025.
371 funds tracked by Wall St. Rank held Shake Shack as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.