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True Wealth Design’s Shake Shack SHAK Stock Holding History

True Wealth Design’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 		$5.15K Buy
92
+85
+1,214% +$6.4K ﹤0.01% 1314
2026
Q1 		$620 Hold
7
– – ﹤0.01% 1976
2025
Q4 		$569 Sell
7
-3
-30% -$264 ﹤0.01% 1914
2025
Q3 		$937 Sell
10
-10
-50% -$1.15K ﹤0.01% 1769
2025
Q2 		$2.81K Buy
20
+14
+233% +$1.52K ﹤0.01% 1031
2025
Q1 		$530 Sell
6
-1
-14% -$109 ﹤0.01% 1520
2024
Q4 		$909 Buy
+7
New +$858 ﹤0.01% 965

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

True Wealth Design's SHAK Position: Q2 2026 in Review

True Wealth Design increased its Shake Shack (SHAK) stake by 1,214% in Q2 2026, buying an estimated $6.4K and bringing the position to 92 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

True Wealth Design first reported a position in SHAK in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • True Wealth Design held 92 shares of Shake Shack worth $5.15K as of Q2 2026.
  • True Wealth Design bought 85 Shake Shack shares in Q2 2026, an estimated $6.4K.
  • Shake Shack made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1314 holding.
  • True Wealth Design first reported a position in Shake Shack in Q4 2024 and has held it in 7 quarters since.
  • 339 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.