UFPG
SHAK icon

United Financial Planning Group’s Shake Shack SHAK Stock Holding History

United Financial Planning 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
2026
Q2 		$4.93K Hold
88
– – ﹤0.01% 375
2026
Q1 		$7.79K Hold
88
– – ﹤0.01% 247
2025
Q4 		$7.14K Hold
88
– – ﹤0.01% 240
2025
Q3 		$8.24K Buy
+88
New +$10.1K 0.01% 163

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

United Financial Planning Group's SHAK Position: Q2 2026 in Review

United Financial Planning Group held its Shake Shack (SHAK) position steady in Q2 2026 at 88 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

United Financial Planning Group first reported a position in SHAK in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.24K in Q3 2025. 339 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • United Financial Planning Group held 88 shares of Shake Shack worth $4.93K as of Q2 2026.
  • United Financial Planning Group left its Shake Shack share count unchanged in Q2 2026.
  • Shake Shack made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #375 holding.
  • United Financial Planning Group first reported a position in Shake Shack in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Shake Shack position peaked at $8.24K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.