Westside Investment Management’s Shake Shack SHAK Stock Holding History

Westside Investment Management’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	$16.8K	Hold	300	–	–	﹤0.01%	981
2026 Q1	$26.5K	Hold	300	–	–	﹤0.01%	789
2025 Q4	$24.4K	Hold	300	–	–	﹤0.01%	804
2025 Q3	$28.1K	Hold	300	–	–	﹤0.01%	737
2025 Q2	$42.2K	Hold	300	–	–	0.01%	483
2025 Q1	$26.5K	Hold	300	–	–	0.01%	509
2024 Q4	$38.9K	Hold	300	–	–	0.01%	440
2024 Q3	$31K	Hold	300	–	–	0.01%	488
2024 Q2	$27K	Hold	300	–	–	0.01%	491
2024 Q1	$31.2K	Hold	300	–	–	0.01%	448
2023 Q4	$22.2K	Hold	300	–	–	0.01%	478
2023 Q3	$17.4K	Hold	300	–	–	0.01%	501
2023 Q2	$23.3K	Hold	300	–	–	0.01%	473
2023 Q1	$16.6K	Hold	300	–	–	﹤0.01%	510
2022 Q4	$12	Hold	300	–	–	﹤0.01%	588
2022 Q3	$13	Hold	300	–	–	﹤0.01%	561
2022 Q2	$11	Hold	300	–	–	﹤0.01%	594
2022 Q1	$20	Hold	300	–	–	﹤0.01%	520
2021 Q4	$21	Hold	300	–	–	﹤0.01%	494
2021 Q3	$23	Hold	300	–	–	﹤0.01%	472
2021 Q2	$32	Hold	300	–	–	﹤0.01%	418
2021 Q1	$33	Hold	300	–	–	﹤0.01%	407
2020 Q4	$25	Hold	300	–	–	﹤0.01%	404
2020 Q3	$19	Hold	300	–	–	﹤0.01%	436
2020 Q2	$15	Hold	300	–	–	﹤0.01%	441
2020 Q1	$11	Buy	+300	New	+$17.8K	﹤0.01%	456
2019 Q2	$21	Buy	+300	New	+$18.5K	﹤0.01%	386
2018 Q4	$13.6K	Hold	300	–	–	0.01%	418
2018 Q3	$18.5K	Hold	300	–	–	0.01%	374
2018 Q2	$19.5K	Buy	300 +255	+567%	+$14.1K	0.01%	412
2018 Q1	$1.83K	Buy	+45	New	+$1.87K	﹤0.01%	766

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

Westside Investment Management's SHAK Position: Q2 2026 in Review

Westside Investment Management held its Shake Shack (SHAK) position steady in Q2 2026 at 300 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Westside Investment Management first reported a position in SHAK in Q1 2018 and has held it in 31 quarters since. The position peaked at $42.2K in Q2 2025. 338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

Westside Investment Management held 300 shares of Shake Shack worth $16.8K as of Q2 2026.
Westside Investment Management left its Shake Shack share count unchanged in Q2 2026.
Shake Shack made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #981 holding.
Westside Investment Management first reported a position in Shake Shack in Q1 2018 and has held it in 31 quarters since.
Westside Investment Management's Shake Shack position peaked at $42.2K in Q2 2025.
338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.