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AlphaCore Capital’s Shell SHEL Stock Holding History

AlphaCore Capital’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 		$1.51M Sell
16,190
-2,614
-14% -$211K 0.04% 304
2025
Q4 		$1.38M Buy
18,804
+4,519
+32% +$333K 0.03% 335
2025
Q3 		$1.02M Buy
14,285
+8,162
+133% +$588K 0.03% 295
2025
Q2 		$431K Sell
6,123
-158
-3% -$10.6K 0.02% 403
2025
Q1 		$460K Buy
+6,281
New +$423K 0.04% 284

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

AlphaCore Capital's SHEL Position: Q1 2026 in Review

AlphaCore Capital reduced its Shell (SHEL) stake by 14% in Q1 2026, selling an estimated $211K and leaving 16,190 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #304.

AlphaCore Capital first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • AlphaCore Capital held 16,190 shares of Shell worth $1.51M as of Q1 2026.
  • AlphaCore Capital sold 2,614 Shell shares in Q1 2026, an estimated $211K.
  • Shell made up 0.04% of AlphaCore Capital's portfolio in Q1 2026, its #304 holding.
  • AlphaCore Capital first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.