Wealth Preservation Advisors’s Shake Shack SHAK Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-46	Closed	-$4.07K	–	804
2026 Q1	$4.07K	Buy	+46	New	+$4.23K	﹤0.01%	514

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

Wealth Preservation Advisors's SHAK Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Shake Shack (SHAK) in Q2 2026, closing a stake of 46 shares — an estimated $4.07K sold.

Wealth Preservation Advisors first reported a position in SHAK in Q1 2026 and held it in 1 quarter. The position peaked at $4.07K in Q1 2026. 338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

Wealth Preservation Advisors reported no remaining Shake Shack position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 46 Shake Shack shares in Q2 2026, an estimated $4.07K.
Wealth Preservation Advisors first reported a position in Shake Shack in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Shake Shack position peaked at $4.07K in Q1 2026.
338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.