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Wealthspire Advisors (New York)’s Shake Shack SHAK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-676
Closed -$63.3K – 2565
2025
Q3 		$63.3K Buy
+676
New +$77.7K ﹤0.01% 1154
2019
Q1 		– Sell
-246
Closed -$11K – 663
2018
Q4 		$11K Buy
+246
New +$12.7K ﹤0.01% 483

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s SHAK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Shake Shack (SHAK) in Q4 2025, closing a stake of 676 shares — an estimated $63.3K sold.

Wealthspire Advisors (New York) first reported a position in SHAK in Q4 2018 and held it in 2 quarters. The position peaked at $63.3K in Q3 2025. 357 funds tracked by Wall St. Rank hold SHAK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Shake Shack position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 676 Shake Shack shares in Q4 2025, an estimated $63.3K.
  • Wealthspire Advisors (New York) first reported a position in Shake Shack in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Shake Shack position peaked at $63.3K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held Shake Shack as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.