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Abound Wealth Management’s Shell SHEL Stock Holding History

Abound 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 		$26.7K Buy
345
+100
+41% +$8.63K 0.01% 327
2026
Q1 		$22.8K Sell
245
-36
-13% -$2.91K 0.01% 373
2025
Q4 		$20.6K Sell
281
-68
-19% -$5.01K ﹤0.01% 361
2025
Q3 		$25K Buy
349
+323
+1,242% +$23.3K 0.01% 316
2025
Q2 		$1.83K Hold
26
– – ﹤0.01% 757
2025
Q1 		$1.91K Sell
26
-116
-82% -$7.81K ﹤0.01% 709
2024
Q4 		$8.9K Buy
142
+99
+230% +$6.49K ﹤0.01% 406
2024
Q3 		$2.84K Hold
43
– – ﹤0.01% 655
2024
Q2 		$3.1K Sell
43
-13
-23% -$929 ﹤0.01% 589
2024
Q1 		$3.75K Hold
56
– – ﹤0.01% 586
2023
Q4 		$3.69K Hold
56
– – ﹤0.01% 574
2023
Q3 		$3.61K Hold
56
– – ﹤0.01% 531
2023
Q2 		$3.38K Buy
+56
New +$3.36K ﹤0.01% 570

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

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

Abound Wealth Management increased its Shell (SHEL) stake by 41% in Q2 2026, buying an estimated $8.63K and bringing the position to 345 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #327.

Abound Wealth Management first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Abound Wealth Management held 345 shares of Shell worth $26.7K as of Q2 2026.
  • Abound Wealth Management bought 100 Shell shares in Q2 2026, an estimated $8.63K.
  • Shell made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Abound Wealth Management first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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