SOA Wealth Advisors’s Shake Shack SHAK Stock Holding History

SOA Wealth 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	-200	Closed	-$18.7K	–	904
2025 Q3	$18.7K	Buy	+200	New	+$23K	﹤0.01%	524

Other funds holding SHAK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOA Wealth Advisors's SHAK Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Shake Shack (SHAK) in Q4 2025, closing a stake of 200 shares — an estimated $18.7K sold.

SOA Wealth Advisors first reported a position in SHAK in Q3 2025 and held it in 1 quarter. The position peaked at $18.7K in Q3 2025. 357 funds tracked by Wall St. Rank hold SHAK as of Q4 2025.

SOA Wealth Advisors reported no remaining Shake Shack position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 200 Shake Shack shares in Q4 2025, an estimated $18.7K.
SOA Wealth Advisors first reported a position in Shake Shack in Q3 2025 and held it in 1 quarter.
SOA Wealth Advisors's Shake Shack position peaked at $18.7K in Q3 2025.
357 funds tracked by Wall St. Rank held Shake Shack as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.