Advisory Services Network’s Shell SHEL Stock Holding History

Advisory Services Network’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	$4M	Buy	42,963 +3,293	+8%	+$266K	0.05%	387
2025 Q4	$2.91M	Buy	39,670 +2,299	+6%	+$169K	0.04%	467
2025 Q3	$2.67M	Sell	37,371 -559	-1%	-$40.3K	0.04%	480
2025 Q2	$2.74M	Buy	37,930 +3,009	+9%	+$202K	0.04%	445
2025 Q1	$2.56M	Buy	34,921 +1,156	+3%	+$77.9K	0.05%	423
2024 Q4	$2.12M	Buy	33,765 +2,033	+6%	+$133K	0.04%	481
2024 Q3	$2.29M	Hold	31,732	–	–	0.05%	426
2024 Q2	$2.29M	Sell	31,732 -699	-2%	-$50K	0.05%	426
2024 Q1	$2.17M	Buy	32,431 +2,413	+8%	+$155K	0.05%	434
2023 Q4	$1.98M	Sell	30,018 -4,249	-12%	-$279K	0.05%	431
2023 Q3	$2.21M	Sell	34,267 -1,651	-5%	-$103K	0.06%	384
2023 Q2	$2.17M	Buy	35,918 +1,094	+3%	+$65.7K	0.06%	387
2023 Q1	$2M	Buy	34,824 +182	+0.5%	+$10.7K	0.06%	409
2022 Q4	$1.97M	Buy	34,642 +948	+3%	+$52.3K	0.06%	380
2022 Q3	$1.68M	Buy	33,694 +860	+3%	+$44.3K	0.06%	382
2022 Q2	$1.72M	Buy	32,834 +2,347	+8%	+$132K	0.06%	396
2022 Q1	$1.68M	Buy	+30,487	New	+$1.62M	0.05%	451

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

Advisory Services Network's SHEL Position: Q1 2026 in Review

Advisory Services Network increased its Shell (SHEL) stake by 8.3% in Q1 2026, buying an estimated $266K and bringing the position to 42,963 shares worth $4M. The position accounts for 0.05% of the portfolio, ranked #387.

Advisory Services Network first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Advisory Services Network held 42,963 shares of Shell worth $4M as of Q1 2026.
Advisory Services Network bought 3,293 Shell shares in Q1 2026, an estimated $266K.
Shell made up 0.05% of Advisory Services Network's portfolio in Q1 2026, its #387 holding.
Advisory Services Network first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.