Wealthcare Advisory Partners’s Shake Shack SHAK Stock Holding History

Wealthcare Advisory Partners’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	$733K	Buy	13,080 +786	+6%	+$59.2K	0.01%	596
2026 Q1	$1.09M	Sell	12,294 -3,351	-21%	-$308K	0.02%	497
2025 Q4	$1.27M	Buy	15,645 +2,150	+16%	+$190K	0.02%	456
2025 Q3	$1.26M	Sell	13,495 -17	-0.1%	-$1.95K	0.03%	443
2025 Q2	$1.9M	Buy	13,512 +106	+0.8%	+$11.5K	0.04%	336
2025 Q1	$1.18M	Hold	13,406	–	–	0.03%	409
2024 Q4	$1.74M	Sell	13,406 -145	-1%	-$17.8K	0.05%	300
2024 Q3	$1.4M	Sell	13,551 -9	-0.1%	-$867	0.04%	339
2024 Q2	$1.22M	Sell	13,560 -32	-0.2%	-$3.12K	0.04%	337
2024 Q1	$1.41M	Sell	13,592 -19	-0.1%	-$1.66K	0.05%	299
2023 Q4	$1.01M	Buy	13,611 +25	+0.2%	+$1.53K	0.04%	311
2023 Q3	$789K	Buy	13,586 +30	+0.2%	+$2.13K	0.04%	323
2023 Q2	$1.05M	Buy	13,556 +15	+0.1%	+$964	0.05%	273
2023 Q1	$751K	Sell	13,541 -8	-0.1%	-$441	0.03%	358
2022 Q4	$563K	Buy	13,549 +310	+2%	+$15.1K	0.03%	392
2022 Q3	$595K	Hold	13,239	–	–	0.03%	317
2022 Q2	$523K	Buy	13,239 +4,374	+49%	+$223K	0.03%	316
2022 Q1	$602K	Buy	8,865 +1,477	+20%	+$102K	0.04%	275
2021 Q4	$533K	Buy	7,388 +220	+3%	+$16.7K	0.03%	310
2021 Q3	$562K	Buy	7,168 +15	+0.2%	+$1.36K	0.04%	294
2021 Q2	$766K	Buy	7,153 +1,410	+25%	+$142K	0.05%	232
2021 Q1	$648K	Buy	+5,743	New	+$657K	0.05%	248
2020 Q2	–	Sell	-25	Closed	-$1K	–	1170
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	1427
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	1341
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	1237
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	1195
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	1169
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	1156
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	1133
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	1133
2018 Q1	$1K	Buy	+25	New	+$1.04K	﹤0.01%	1024

Other funds holding SHAK

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners's SHAK Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Shake Shack (SHAK) stake by 6.4% in Q2 2026, buying an estimated $59.2K and bringing the position to 13,080 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #596.

Wealthcare Advisory Partners first reported a position in SHAK in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.9M in Q2 2025. 38 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

Wealthcare Advisory Partners held 13,080 shares of Shake Shack worth $733K as of Q2 2026.
Wealthcare Advisory Partners bought 786 Shake Shack shares in Q2 2026, an estimated $59.2K.
Shake Shack made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #596 holding.
Wealthcare Advisory Partners first reported a position in Shake Shack in Q1 2018 and has held it in 31 quarters since.
Wealthcare Advisory Partners's Shake Shack position peaked at $1.9M in Q2 2025.
38 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.