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Spire Wealth Management’s Shake Shack SHAK Stock Holding History

Spire Wealth Management’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 		$18.9K Buy
337
+34
+11% +$2.56K ﹤0.01% 1457
2026
Q1 		$26.8K Sell
303
-185
-38% -$17K ﹤0.01% 1332
2025
Q4 		$39.6K Sell
488
-1,861
-79% -$164K ﹤0.01% 1252
2025
Q3 		$220K Sell
2,349
-250
-10% -$28.7K 0.01% 757
2025
Q2 		$365K Buy
2,599
+617
+31% +$67.2K 0.01% 587
2025
Q1 		$175K Buy
1,982
+1,780
+881% +$193K 0.01% 852
2024
Q4 		$26.2K Hold
202
– – ﹤0.01% 1529
2024
Q3 		$20.8K Buy
202
+2
+1% +$193 ﹤0.01% 1428
2024
Q2 		$18K Buy
+200
New +$19.5K ﹤0.01% 1475
2022
Q1 		– Sell
-400
Closed -$29K – 2828
2021
Q4 		$29K Buy
+400
New +$30.4K ﹤0.01% 1976

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

Spire Wealth Management's SHAK Position: Q2 2026 in Review

Spire Wealth Management increased its Shake Shack (SHAK) stake by 11% in Q2 2026, buying an estimated $2.56K and bringing the position to 337 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Spire Wealth Management first reported a position in SHAK in Q4 2021 and has held it in 10 quarters since. The position peaked at $365K in Q2 2025. 340 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Spire Wealth Management held 337 shares of Shake Shack worth $18.9K as of Q2 2026.
  • Spire Wealth Management bought 34 Shake Shack shares in Q2 2026, an estimated $2.56K.
  • Shake Shack made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1457 holding.
  • Spire Wealth Management first reported a position in Shake Shack in Q4 2021 and has held it in 10 quarters since.
  • Spire Wealth Management's Shake Shack position peaked at $365K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.