44 Wealth Management’s Shell SHEL Stock Holding History

44 Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Sell	2,862 -29,804	-91%	-$2.41M	0.09%	171
2025 Q4	$2.4M	Buy	32,666 +404	+1%	+$29.8K	0.81%	33
2025 Q3	$2.31M	Buy	32,262 +5,367	+20%	+$386K	0.78%	35
2025 Q2	$1.89M	Buy	26,895 +2,707	+11%	+$181K	0.67%	44
2025 Q1	$1.77M	Buy	24,188 +4,494	+23%	+$303K	0.67%	44
2024 Q4	$1.23M	Sell	19,694 -3,986	-17%	-$261K	0.47%	70
2024 Q3	$1.58M	Buy	+23,680	New	+$1.68M	0.55%	59
2023 Q2	$488K	Sell	8,084 -57	-0.7%	-$3.42K	0.17%	106
2023 Q1	$468K	Buy	8,141 +198	+2%	+$11.6K	0.16%	113
2022 Q4	$452K	Buy	7,943 +1,467	+23%	+$80.9K	0.16%	112
2022 Q3	$322K	Buy	6,476 +1,909	+42%	+$98.4K	0.13%	128
2022 Q2	$239K	Buy	+4,567	New	+$257K	0.09%	153

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

44 Wealth Management's SHEL Position: Q1 2026 in Review

44 Wealth Management reduced its Shell (SHEL) stake by 91% in Q1 2026, selling an estimated $2.41M and leaving 2,862 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #171.

44 Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.4M in Q4 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

44 Wealth Management held 2,862 shares of Shell worth $266K as of Q1 2026.
44 Wealth Management sold 29,804 Shell shares in Q1 2026, an estimated $2.41M.
Shell made up 0.09% of 44 Wealth Management's portfolio in Q1 2026, its #171 holding.
44 Wealth Management first reported a position in Shell in Q2 2022 and has held it in 12 quarters since.
44 Wealth Management's Shell position peaked at $2.4M in Q4 2025.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.