SWM
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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return