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Alerus Financial’s Shell SHEL Stock Holding History

Alerus Financial’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 		$35.9K Hold
463
– – ﹤0.01% 318
2026
Q1 		$43.1K Sell
463
-51
-10% -$4.12K ﹤0.01% 314
2025
Q4 		$37.8K Sell
514
-649
-56% -$47.8K ﹤0.01% 257
2025
Q3 		$83.2K Hold
1,163
– – ﹤0.01% 228
2025
Q2 		$81.9K Buy
+1,163
New +$78K 0.01% 206

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

Alerus Financial's SHEL Position: Q2 2026 in Review

Alerus Financial held its Shell (SHEL) position steady in Q2 2026 at 463 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Alerus Financial first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $83.2K in Q3 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Alerus Financial held 463 shares of Shell worth $35.9K as of Q2 2026.
  • Alerus Financial left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #318 holding.
  • Alerus Financial first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • Alerus Financial's Shell position peaked at $83.2K in Q3 2025.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.