Wealth Enhancement Advisory Services
SHAK icon

Wealth Enhancement Advisory Services’s Shake Shack SHAK Stock Holding History

Wealth Enhancement Advisory Services’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 		$539K Buy
9,191
+5,989
+187% +$451K ﹤0.01% 2614
2026
Q1 		$286K Sell
3,202
-1,963
-38% -$181K ﹤0.01% 2825
2025
Q4 		$464K Sell
5,165
-2,155
-29% -$190K ﹤0.01% 2535
2025
Q3 		$680K Buy
7,320
+93
+1% +$10.7K ﹤0.01% 2123
2025
Q2 		$1.03M Buy
7,227
+806
+13% +$87.8K ﹤0.01% 1735
2025
Q1 		$566K Buy
6,421
+2,229
+53% +$242K ﹤0.01% 1969
2024
Q4 		$544K Buy
4,192
+489
+13% +$59.9K ﹤0.01% 1935
2024
Q3 		$382K Sell
3,703
-152
-4% -$14.6K ﹤0.01% 2017
2024
Q2 		$347K Buy
3,855
+212
+6% +$20.7K ﹤0.01% 1881
2024
Q1 		$379K Buy
3,643
+51
+1% +$4.46K ﹤0.01% 1755
2023
Q4 		$266K Sell
3,592
-139
-4% -$8.52K ﹤0.01% 1896
2023
Q3 		$217K Buy
+3,731
New +$265K ﹤0.01% 1955

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

Wealth Enhancement Advisory Services's SHAK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Shake Shack (SHAK) stake by 187% in Q2 2026, buying an estimated $451K and bringing the position to 9,191 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Wealth Enhancement Advisory Services first reported a position in SHAK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2025. 339 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,191 shares of Shake Shack worth $539K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,989 Shake Shack shares in Q2 2026, an estimated $451K.
  • Shake Shack made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2614 holding.
  • Wealth Enhancement Advisory Services first reported a position in Shake Shack in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Shake Shack position peaked at $1.03M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.