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Aprio Wealth Management’s Shell SHEL Stock Holding History

Aprio 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
Q1 		$1.29M Buy
13,913
+5,182
+59% +$419K 0.07% 160
2025
Q4 		$913K Buy
8,731
+2,795
+47% +$206K 0.05% 212
2025
Q3 		$425K Buy
5,936
+1,573
+36% +$113K 0.04% 254
2025
Q2 		$307K Sell
4,363
-5,179
-54% -$347K 0.03% 285
2025
Q1 		$699K Buy
9,542
+3,768
+65% +$254K 0.09% 142
2024
Q4 		$362K Buy
5,774
+1,809
+46% +$119K 0.05% 178
2024
Q3 		$261K Buy
3,965
+489
+14% +$34.6K 0.04% 218
2024
Q2 		$251K Buy
3,476
+403
+13% +$28.8K 0.05% 200
2024
Q1 		$206K Buy
+3,073
New +$197K 0.04% 221

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

Aprio Wealth Management's SHEL Position: Q1 2026 in Review

Aprio Wealth Management increased its Shell (SHEL) stake by 59% in Q1 2026, buying an estimated $419K and bringing the position to 13,913 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #160.

Aprio Wealth Management first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Aprio Wealth Management held 13,913 shares of Shell worth $1.29M as of Q1 2026.
  • Aprio Wealth Management bought 5,182 Shell shares in Q1 2026, an estimated $419K.
  • Shell made up 0.07% of Aprio Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Aprio Wealth Management first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.