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49 Wealth Management’s Shell SHEL Stock Holding History

49 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
Q2 		$211K Buy
+2,720
New +$235K 0.04% 169
2025
Q2 		– Sell
-5,457
Closed -$400K – 193
2025
Q1 		$400K Buy
+5,457
New +$368K 0.05% 109

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

49 Wealth Management's SHEL Position: Q2 2026 in Review

49 Wealth Management opened a new position in Shell (SHEL) in Q2 2026: 2,720 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in SHEL as recently as Q1 2025.

49 Wealth Management first reported a position in SHEL in Q1 2025 and has held it in 2 quarters since. The position peaked at $400K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • 49 Wealth Management held 2,720 shares of Shell worth $211K as of Q2 2026.
  • Shell was a new 49 Wealth Management position in Q2 2026.
  • Shell made up 0.04% of 49 Wealth Management's portfolio in Q2 2026, its #169 holding.
  • 49 Wealth Management first reported a position in Shell in Q1 2025 and has held it in 2 quarters since.
  • 49 Wealth Management's Shell position peaked at $400K in Q1 2025.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.