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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alerus Financial's SHEL Position: Q1 2026 in Review

Alerus Financial reduced its Shell (SHEL) stake by 9.9% in Q1 2026, selling an estimated $4.12K and leaving 463 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Alerus Financial first reported a position in SHEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $83.2K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Alerus Financial held 463 shares of Shell worth $43.1K as of Q1 2026.
  • Alerus Financial sold 51 Shell shares in Q1 2026, an estimated $4.12K.
  • Shell made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #314 holding.
  • Alerus Financial first reported a position in Shell in Q2 2025 and has held it in 4 quarters since.
  • Alerus Financial's Shell position peaked at $83.2K in Q3 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.