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AE Wealth Management’s Shell SHEL Stock Holding History

AE 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 		$1.12M Sell
14,501
-1,092
-7% -$94.3K 0.01% 869
2026
Q1 		$1.45M Buy
15,593
+380
+2% +$30.7K 0.01% 743
2025
Q4 		$1.12M Buy
15,213
+1,703
+13% +$125K 0.01% 770
2025
Q3 		$966K Buy
13,510
+1,249
+10% +$89.9K 0.01% 757
2025
Q2 		$863K Buy
12,261
+1,130
+10% +$75.7K 0.01% 764
2025
Q1 		$816K Sell
11,131
-358
-3% -$24.1K 0.01% 768
2024
Q4 		$720K Sell
11,489
-826
-7% -$54.1K 0.01% 790
2024
Q3 		$812K Buy
12,315
+209
+2% +$14.8K 0.01% 754
2024
Q2 		$874K Buy
12,106
+1,416
+13% +$101K 0.01% 737
2024
Q1 		$717K Sell
10,690
-24,146
-69% -$1.55M 0.01% 734
2023
Q4 		$2.2M Sell
34,836
-2,776
-7% -$182K 0.01% 872
2023
Q3 		$2.42M Sell
37,612
-950
-2% -$59.1K 0.01% 785
2023
Q2 		$2.33M Buy
38,562
+5,181
+16% +$311K 0.01% 801
2023
Q1 		$1.92M Sell
33,381
-1,212
-4% -$71.3K 0.01% 822
2022
Q4 		$1.97M Sell
34,593
-2,962
-8% -$163K 0.01% 755
2022
Q3 		$1.87M Sell
37,555
-15,030
-29% -$775K 0.01% 720
2022
Q2 		$2.75M Buy
+52,585
New +$2.95M 0.02% 562

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

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

AE Wealth Management reduced its Shell (SHEL) stake by 7% in Q2 2026, selling an estimated $94.3K and leaving 14,501 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #869.

AE Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.75M in Q2 2022. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • AE Wealth Management held 14,501 shares of Shell worth $1.12M as of Q2 2026.
  • AE Wealth Management sold 1,092 Shell shares in Q2 2026, an estimated $94.3K.
  • Shell made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #869 holding.
  • AE Wealth Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • AE Wealth Management's Shell position peaked at $2.75M in Q2 2022.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.