Summit Securities Group’s Shake Shack SHAK Stock Holding History

Summit Securities 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
2022 Q1	–	Sell	-1,200	Closed	-$87K	–	1332
2021 Q4	$87K	Buy	+1,200	New	+$91.3K	﹤0.01%	702

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

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 New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's SHAK Position: Q2 2026 in Review

Summit Securities Group sold out of Shake Shack (SHAK) in Q2 2026, closing a stake of 4 shares — an estimated $354 sold.

Summit Securities Group first reported a position in SHAK in Q1 2015 and held it in 3 quarters. The position peaked at $41K in Q1 2015. 340 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

Summit Securities Group reported no remaining Shake Shack position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 4 Shake Shack shares in Q2 2026, an estimated $354.
Summit Securities Group first reported a position in Shake Shack in Q1 2015 and held it in 3 quarters.
Summit Securities Group's Shake Shack position peaked at $41K in Q1 2015.
340 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.