Sequoia Financial Advisors
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Sequoia Financial Advisors’s Shake Shack SHAK Stock Holding History

Sequoia Financial 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
Q3 		– Sell
-1,885
Closed -$265K – 1801
2025
Q2 		$265K Buy
+1,885
New +$205K ﹤0.01% 1328
2025
Q1 		– Sell
-2,000
Closed -$260K – 1457
2024
Q4 		$260K Buy
+2,000
New +$245K ﹤0.01% 1081

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sequoia Financial Advisors's SHAK Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Shake Shack (SHAK) in Q3 2025, closing a stake of 1,885 shares — an estimated $265K sold.

Sequoia Financial Advisors first reported a position in SHAK in Q4 2024 and held it in 2 quarters. The position peaked at $265K in Q2 2025. 354 funds tracked by Wall St. Rank hold SHAK as of Q3 2025.

  • Sequoia Financial Advisors reported no remaining Shake Shack position as of Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,885 Shake Shack shares in Q3 2025, an estimated $265K.
  • Sequoia Financial Advisors first reported a position in Shake Shack in Q4 2024 and held it in 2 quarters.
  • Sequoia Financial Advisors's Shake Shack position peaked at $265K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held Shake Shack as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.