TIM
SHAK icon

Tortoise Investment Management’s Shake Shack SHAK Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-200
Closed -$107 – 1230
2025
Q3 		$107 Buy
200
+100
+100% +$11.5K ﹤0.01% 1375
2025
Q2 		$2.71K Buy
+100
New +$10.9K ﹤0.01% 738

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tortoise Investment Management's SHAK Position: Q4 2025 in Review

Tortoise Investment Management sold out of Shake Shack (SHAK) in Q4 2025, closing a stake of 2 shares — an estimated $187 sold.

Tortoise Investment Management first reported a position in SHAK in Q1 2015 and held it in 20 quarters. The position peaked at $1K in Q2 2019. 356 funds tracked by Wall St. Rank hold SHAK as of Q4 2025.

  • Tortoise Investment Management reported no remaining Shake Shack position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Shake Shack shares in Q4 2025, an estimated $187.
  • Tortoise Investment Management first reported a position in Shake Shack in Q1 2015 and held it in 20 quarters.
  • Tortoise Investment Management's Shake Shack position peaked at $1K in Q2 2019.
  • 356 funds tracked by Wall St. Rank held Shake Shack as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.